Business Owners
There are reasons why each of us is the way that we are – why we earn the money that we do, why we spend our money in the way that we do, and why we save money in the manner that we do. At Coastal Family Business Advisors, our role is to uncover what makes you “you.”
Our clients are all types, but they regularly share a few qualities. They desire a helping hand to move forward with their finances, and they have complex financial needs which require an advisor with a compassionate view and disposition. We believe we bring a degree of empathy and authenticity to our role that is absolutely necessary when dealing with challenging circumstances.
Business Owners
Small business owners often desire to keep control over every aspect of their business, yet do not have the leftover time to keep a sharp eye on their personal finances. We help business owners convert their successful businesses into long-lasting wealth by making sure they have plans in place. Your plan may involve:
- Protecting your business and personal assets
- Preparing for unexpected circumstances (to you or a key employee)
- Planning your transition out of the business
Interested in learning more about our team?
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Coastal Family Wealth Advisory and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of CA, FL, IL, MA, ME, MI, NH, NY, RI, VA, and VT. No offers may be made or accepted outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Coastal Family Wealth Advisory makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.
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Office: 774-219-7798