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Retirement Check Up

Get Your FREE Retirement Check Up.

Our 3-step process to help you decide if Coast Wealth is a fit to work together with you and your goals.

Investment Analysis
Retirement Income
Risk Check up

We're Retirement & Financial Planning Experts & Work Best With:

50+ Yrs Old

Those that are retired or closing in on retirement.

Those that are retired

or closing in on

retirement.

401k Rollovers

There's no reason to keep an inactive 401k at an old employer.

There's no reason to

keep an inactive 401k

at an old employer.

Wealth Builder

Younger investors and business owners building for Retirement.

Younger investors

and business owners

building for

Retirement.

Life Transitions

Whether you are newly married, divorced, or new kids, we are here to help.

Whether you are

newly married,

divorced, or new kids,

we are here to help.

Your Free Retirement Check Up

A 3-step process showing you how to maximize your retirement income, safety, and invest smarter

Step 1 - Discovery Meeting/Call

We’ll spend the beginning of the meeting making sure that we are a fit for your specific needs and goals.

If we mutually agree that we are a fit to help you, we’ll learn all that we can about your situation during this meeting. We’ll also share more about the rest of our process and what are client service looks like.

Step 2 - Share Documents & Research

After our Discovery meeting, we will request any other documents we may need for our research.

Next we will analyze your current situation, so that we can present to you our findings and recommendations. (We will do all this behind the scenes after the first meeting)

Step 3 - Review& Present Plan

During this meeting, we will deliver the results of our Retirement Check up.

Our findings will show you what you can do to improve your overall plan and optimize your retirement.

YOUR Decision

After the process, you now have all the information you need in order to decide working with us or continuing down your current path.

Another words, no high pressure sales tactics here. Our expertise and work speaks for itself, so the decision is yours!

Step 1

Schedule Your Discovery Meeting

Have A Question?

How do I roll over my 401(k) without triggering taxes?

We guide you through a tax-smart rollover process, helping you move old employer plans into accounts aligned with your retirement strategy—without penalties or surprises.

What’s the difference between one-time planning and ongoing investment management?

One-time planning is ideal if you want a comprehensive retirement roadmap but prefer to manage your own investments. Ongoing investment management includes continuous portfolio oversight, strategy adjustments, and regular reviews.

Can I work with Coast Wealth if I live outside South Carolina?

Yes! We serve clients virtually across many states and can meet with you by video to deliver the same high-touch experience no matter where you live.

Why work with a fiduciary, fee-based financial planner?

Working with a fiduciary means your financial advisor is legally and ethically required to put your best interests first. As a fee-based planner, Coast Wealth offers objective, personalized retirement strategies with transparent pricing and no pressure to follow a one-size-fits-all approach. You get guidance that’s focused on your goals—not driven by sales quotas or outside agendas.

Those are just some of the most common questions we hear from clients in Myrtle Beach, Charleston, Wilmington—and from across the country in our virtual consultations.

To get your answers, just contact us below by filling out this discovery form.

Retirement and investment guidance for individuals, families, and small business owners across Myrtle Beach, Charleston, Wilmington, and beyond.

Company

Address:
1000 21st Ave N, Suite 12
Myrtle Beach SC 29577

Phone:
843-855-4910

Email:
[email protected]

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Privacy Policy

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.
Opinions expressed herein are solely those of Coast Wealth Management Group LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Coast Wealth Management Group LLC an Investment Advisor in the State of South Carolina. Being registered as an investment adviser does not imply a certain level of skill or training.