Services

CARING FOR MY CLIENTS WITH HOLISTIC FINANCIAL SERVICES

Customized options based on your unique situation

CARING FOR MY CLIENTS WITH HOLISTIC FINANCIAL SERVICES

Customized options based on your unique situation

CARING FOR OUR CLIENTS WITH HOLISTIC FINANCIAL SERVICES

Customized options based on your unique situation

Financial and Wealth Planning

Once I know your goals, and I know the current state of your finances, I can make recommendations and create a plan for you. There are usually many paths to reaching your goal. I can help you discover the pros and cons of each to develop a comprehensive wealth management plan.

Investment Management

Aligning your portfolio allocations with your risk tolerances to help ensure that you’re comfortable with your wealth management choices is always the first step. After that, constant monitoring, review and assessment gives me the right information to stay the course or course-correct if needed.

Portfolio Management

Financial and retirement assets can be held in a variety of accounts, each with its own level of complexity and maintenance. I can help make sure all of your accounts are in sync with one another and handle the ongoing monitoring and adjustment required.

Financial and retirement assets can be held in a variety of accounts, each with its own level of complexity and maintenance. Coastal Capital can help make sure all of your accounts are in sync with one another and handle the ongoing monitoring and adjustment required.

Retirement Income Planning

I believe an enjoyable and lasting retirement depends on having a stable retirement income. After looking at your unique financial situation, I aim to design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets and preserves a legacy.

Coastal Capital believes an enjoyable and lasting retirement depends on having a stable retirement income. After looking at your unique financial situation, Coastal Capital aims to design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets and preserves a legacy.

Legacy Planning

Legacy planning can be an emotional and complex series of decisions. If you want to leave your assets to heirs, a charity, or want to develop a business succession plan, I can help design a strategy to accomplish this goal.

Legacy planning can be an emotional and complex series of decisions. If you want to leave your assets to heirs, a charity, or want to develop a business succession plan, Coastal Capital can help design a strategy to accomplish this goal.

Tax Strategies

Taxes will always be a part of life, but I can review your assets and see if strategies to reduce taxes might apply in your situation. Every dollar saved today can work for you in retirement.

Taxes will always be a part of life, but Coastal Capital can review your assets and see if strategies to reduce taxes might apply in your situation. Every dollar saved today can work for you in retirement.

Insurance

People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It ensures that, no matter what twists and turns come with life, clients have a safety net in place. Whether it’s life, long-term care, disability, or an annuity – insurance I can provide resources when most needed.

People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It ensures that, no matter what twists and turns come with life, clients have a safety net in place. Coastal Capital is proud to help clients with their risk-based planning. This includes life, disability and long-term care insurance.

Social Security Maximization

Choosing when and how to draw Social Security can be a tough decision. A number of factors including marriage status, can impact your options. I can help you navigate the possibilities, so you get the most from your hard-earned benefits.

Choosing when and how to draw Social Security can be a tough decision. A number of factors including marriage status, can impact your options. Coastal Capital can help you navigate the possibilities, so you get the most from your hard-earned benefits.

Workplace Benefits & Pension Maximization

It can be difficult to know how your benefits and pension will align with your other assets and Social Security in retirement. It’s important to review what’s in place and see if all income streams will work together to support your goals. Coastal Capital also helps business owners with various strategies for employee benefit options.

Ready to schedule an appointment to discuss your financial future?

Fill out the form, or call me to set up a meeting at 843.360.7612

Ready to schedule an appointment to discuss your financial future?

Fill out the form, or call to set up a meeting at 843.360.7612

P: 843.360.7612

F: 843.881.4961

lrmickle@coastalcapitalsc.com

640 Morse Ave Unit 9

Murrells Inlet, SC 29576

Hours of operation: 8:30am - 5pm

P: 843.360.7612

F: 843.881.4961

lrmickle@coastalcapitalsc.com

640 Morse Ave Unit 9

Murrells Inlet, SC 29576

Hours of operation: 8:30am - 5:00pm

P: 843.360.7612

F: 843.881.4961

lrmickle@coastalcapitalsc.com

640 Morse Ave Unit 9

Murrells Inlet, SC 29576

Hours of operation: 8:30am - 5:00pm

Securities and Advisory Services offered through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. Coastal Capital Investment Services, LLC and Client One Securities, LLC are not affiliated.