Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
With 25 years of experience and over $60 million in assets under management, 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 calmer seas in your retirement years.
Our experienced professionals are dedicated to a holistic approach to financial planning. We take the time to understand your individual needs, so we can create a plan based on your best interests.
You’ve heard of a bucket list, but what about a bucket plan? The Bucket Plan® is practical three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement.
Take a look at the videos below to see how Coastline Capital Management can guide you through the rough waters of retirement planning.
We enjoy building trusted relationships that span generations.
Our approach in helping you with your financial planning involves teamwork with up-to-date investment strategies.