Our Holistic Approach to Financial Planning
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.
