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Financial Solutions
For Business Owners

So Your Business Can Achieve Long-Term Success

To thrive in the marketplace, you need much more than a strong work ethic and a great product or service. You must surround yourself with the right people, build recognition for your offering and be strategic about growth. And for sustainable, long-term success, it’s also important to protect yourself and the assets you’ve accrued along the way.

We know being a business owner requires wearing more than one hat. At Coastal Wealth, we help business owners concentrate on what they do best - run the business. To help meet your unique needs, we offer a wide range of products and services, from personal financial planning to key products and programs for business owners and employees alike

Risk Management

There are steps you can take as a business owner to help mitigate some of the risks that can threaten the viability of your business, such as:

  • Creating a cash reserve.
  • Protecting the business from the loss of a key employee.
  • Protecting the business’ cash flow.

Succession Planning

The death or disability of an owner is one of the greatest threats to a business. Not only can it severely impact the day-to-day operation of the business, but it can raise all sorts of business succession and estate tax problems – proper succession planning can help.

Personal Protection Planning

You have people that depend on you financially, college tuition to cover and mortgage payments to make. So if you rely on your income, then you should know that disability income insurance can help you protect your income should you become too sick or hurt to work.

Employee Benefits

The importance of having benefit plans in place to encourage top talent to join the firm, stay loyal and keep the business ahead of the competition can never be overstated. This includes:

  • Offering employer-sponsored retirement plans.
  • Providing selective benefit packages to top performers.
  • Reviewing the ways to help manage the cost of employee benefit plans.

Our Solutions

Most businesses evolve through four distinct stages: start-up, growth, maturity and transfer. Depending on the stage your business is in, there are different business planning needs that we can work together to help address.

Risk Management

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Succession Planning

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Personal Protection Planning

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Employee Benefits

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Set Your Business Up for Success

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