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SERVICES

At Coastline Wealth Management, we offer our clients a full suite of services, considering tax efficiency, long-term wealth creation, and most importantly, your unique goals and vision. Our services include:

Wealth Management:

Comprehensive Financial Planning 
Asset Management 
Life-Stage Planning

Retirement Planning:

Social Security 
Pension Options 
401k, 403b, and 457 plans 
Traditional and Roth IRAs and Rollovers 
Tax Shelter Annuities 
Municipal Bond

Estate Planning:

Tax-Advantaged Strategies 
Trusts
Wealth Transfer

Insurance Strategies:

Home, Auto, and Property 
Whole and Term Life
Disability
Long Term Care
Business "Buy/Sell" and "Key Man"

Business Solutions:

Corporate Retirement Plans
Executive Compensation Services
Business "Buy/Sell" and "Key Man"