Fill out a questionnaire online & get a portfolio recommendation tailored to your risk tolerance and goals
Manage your portfolio when and where you want, on your phone, tablet or desktop
Get advice & answers to your questions from a Coastal Community Mobile Savings Coach via phone or email
By answering a few straightforward questions online, you'll be able to make informed decisions about the money you're saving for retirement.
Benefits:
A convenient way to save — Make regular contributions directly from your Coastal Community account
Leading fund managers — myCoastal Retirement Plan gives you access to some of the world's leading fund managers
The myCoastal Rewards Program — As your account balance grows, the Investment Management fee goes down
Mobile Savings Coach,
Coastal Community Private Wealth Group
Investment Advisor, Credential Securities
Connect with Lindsey Smith to create a customized savings strategy to achieve your retirement goals. She coach will help you:
Identify and set long-term savings goals
Create a tailored plan to help you achieve your goals
Review your investment choices and savings plan to ensure you are on track to your goals
Yes, by creating a budget to help you stay on top on your finances. A budget will:
Help keep spending on track
Distinguish the difference between needs and wants
Help allocate money to repay debt
Help allocate money to build a nest egg
