Coastal is committed to helping all members plan for a secure retirement. Whether you are just getting started, considering your last day on the job, or currently retired, we are here to partner with you to make smart decisions with your money. We invite you to join Coastal’s Retirement Planning Program. Here’s how it works:
- Connect with an Advisor to schedule your appointment.
- In preparation for your meeting, you will be asked to complete our retirement planning profile.
- During your meeting, we will review your data and discuss your retirement goals.
- Schedule a follow-up meeting to review your advisor’s observations and recommendations.
- Implement the recommendations you and your advisor agree on.
- Create a retirement review schedule to stay on track with your goals and address any life changing events.