1303 Main St
History and Mission
Meet the Team
Richard Barnes Team
Russell Giammarino Wealth Management
Mendelsohn & Sands Wealth Management
Shenkman Wealth Management
Prosperity Planning Solutions, LLC
Premier Wealth Management
Plan for Your Estate
Just for Business Owners
Bucket List Spotlight
Corporate Retirement Plans:
As your business grows, coming up with enticing offerings to recruit top-notch employees is crucial. Offering retirement plans are a fantastic way to show employees you are willing to invest in their future. Coastline can help you develop and establish these plans so you can secure attractive options for your workforce.
Executive Compensation Services:
Another aspect of business growth is developing a structure for compensation for your management team. We help construct salary, bonus incentive plans, long-term investment strategies and benefit plans for small to mid-sized companies.
Business "Buy/Sell" and "Key Man":
When a business goes beyond sole practitioner, partners need to protect themselves against situations that may put their investments at risk. We can help businesses protect themselves by setting up agreements in the event that a co-owner dies or leaves the business. We can also assist in setting up insurance for crucial employees of the business.