Guiding Your Financial Freedom
With nearly 50 years of combined experience, we are determined to guide you through the rough waters of investing and retirement planning. From coast to coast, our team is focused on directing you to a calm and comfortable retirement.
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Matt Bostwick
Owner
Matt was born and raised in Michigan and spent 18 years working for one of the nation’s top senior insurance agencies. The majority of those years were in management and executive management. Matt specialized in all aspects of retirement planning including Long Term Care, Life Insurance Planning, and Retirement Income Strategies.
Now, as an owner of Coastline Capital Management, he has taken those years of experience and put into practice a simplified approach to retirement income. His approach goes beyond the traditional financial planning services. Matt's investment strategies are up-to-date allowing his clients to disconnect from the daily noise of Wall Street.
As a married family man, having raised 3 children, Matt understands what it takes to have a well thought-out and up-to-date Financial Plan.
*Investment Advisory Services offered through LVZ, Inc.
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Michael Hodgson
Owner
Michael was born and raised in central Ohio. He is an Investment Professional specializing in retirement distribution planning. He has guided individuals and business owners from all walks of life not only to plan successfully for retirement, but to strategically implement that plan. From educators to business owners, from engineers to doctors, Michael has helped individuals reach their goals and aspirations for their financial future.
Michael is married with 3 children. He is the President of Safe Harbor Investments, Inc. and owner of Coastline Capital Management. He implements The Bucket Plan® System to create a unique retirement distribution plan for people who are close to or in retirement. Through this Bucket Plan System, Michael’s clients are set at ease knowing that he is putting their best interests ahead of his own.
*Investment Advisory Services offered through LVZ, Inc.
Our Holistic Approach to Financial Planning
“We start from the ground up to really understand what is best for each individual client”
As experienced professionals, we are dedicated to a holistic approach to financial planning. At Coastline Capital Management the cookie-cutter approach is always steered away from. As a client, you have specific interests, values, and goals that deserve a tailor-made plan best suited for you.
As family men, we understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
You’ve heard of a bucket list, but what about a bucket plan? The Bucket Plan® is a practical three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement. Watch the video below to learn more.
Where We Can Help
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Financial Planning
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit-Sharing Plans
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Investments
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
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Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
