Personal Planning

We have a very enlightened philosophy around financial independence that is fully converged and integrated around the following services:





  • Wealth Management
  • Risk Management
  • Tax Management
  • Debt Management
  • Estate Planning
  • Cash Management
  • Philanthropy

We believe these to be the 7 Pillars of Financial Planning converged and integrated into one process. Our process.The 3D Process. These are all pieces of the puzzle. And it is in our philosophy that when the process is not fully integrated, it is flawed.


Coastal Equities Inc and Coastal Investment Advisory and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.