Planning & Advice to Navigate Life Stages

Pre-retirement Planning
It's never too early to start planning for your retirement.  At Coastal Community we offer a variety of options to meet your investment needs. Our plans feature flexibility, great returns and allow for a full range of investments.

Do you know what it will take to create a secure retirement? Use this calculator to help you create your retirement plan.

You've saved up for your golden years. Now what? Let us help with retirement income planning around your pension, insurance coverage, tax issues and other things you should know to get the most out of your money at this stage. Ask us about:

Estate Planning
Everyone should have a plan in place. We have estate planning resources that will help to ensure your investments and assets are transferred quickly and in the most tax efficient manner possible.  We can also show you the best way to structure your current holdings, create living wills and powers of attorney.
We understand that no one looks forward to planning their estate. We also know how important it is to you and your family that it's done right. Come in to any branch and talk to us about your plan.