Declutter Your Money, Providence, RI 02903, US

Coastal Financial Planning, Inc. is a reputable financial planning firm based in Lincoln, RI, and Narragansett, RI. Led by Angela Thomson, CFP, the firm specializes in individual retirement financial plans tailored to clients' specific asset accumulation, time horizon, and risk tolerance. With a focus on fee-only financial planning, Coastal Financial Planning, Inc. offers objective and ethical evaluation and management of clients' assets, eliminating commissioned bias and providing clear analysis for asset maximization. In addition to individual financial planning, Coastal Financial Planning, Inc. also serves corporate clients through services such as 401(k) plan analysis and implementation, corporate downsizing, and on-site training. With a broad client base and a comprehensive approach to investment management, the firm utilizes a wide variety of no-load financial products to help clients achieve their financial goals. Compliant with ERISA regulations, Coastal Financial Planning, Inc. offers 401(k) plans to businesses of various sizes, ensuring that employees have access to the best possible options within their retirement plans.Generated from the website