Coastal Advisory Group

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Investment Securities, Financial Planners, Financial Planning Consultants

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(513) 619-1100Call Visit WebsiteVisit Website Map & DirectionsDirections602 Main St Ste 801Cincinnati, OH 45202 Write a ReviewWrite Review

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Email: Email Business
Extra Phones: Phone: (513) 831-5533
Location: First Financial Ctr
Neighborhood: Central Business District
Other Link: https://coastal-one.com
Categories: Investment Securities, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (513) 619-1100

Address: 602 Main St Ste 801, Cincinnati, OH 45202

Website: https://coastal-one.com

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Coastal Advisory Group

Tax Planning
Charitable Giving
Estate Taxes
Tax Services
Income Tax
Capital Gains Taxes
The trust also provides for the client to gift the trust with additional contributions, such as real estate or stock, which the trust can then sell with no capital gains tax incurred.

Investment Management
Our Mission is to build life-long client relationships from a foundation of personal service, trust and an emphasis on absolute returns on investments. To achieve this result, we provide a comprehensive plan, research, ongoing guidance and direction, and proactive investment management.
Mutual Funds
Investments that reflect who you are as an individual and an investor. As an independent advisor we’re not limited to offering financial products from a particular investment firm. We can and do select what we believe to be the best investment — from mutual funds to ETFs to bonds to structured notes to individual stocks — for your best interests.
Bonds
Wealth Management

Accounting Services

Financial Planning
We are different from other financial planning and advisory groups because we are selective about the clients we work with and offer an unparalleled level of personal service that is inclusive and family-oriented. Our focus never wavers from what is important — you — our client — and how our successful working relationship can affect your lifestyle and legacy. We believe that you worked hard for your money and that your money should work hard for you.
Retirement Planning
Asset Management
To achieve absolute returns, we invest differently and with different expectations. Typically, a classically trained advisor uses computer software to set your portfolio on a formulaic asset allocation strategy and they’re happy to outperform a benchmark. They then head off to play golf. It’s a nice life if you can get it. But who’s guiding your investments? And what happens when the wind of our global economy changes direction?
Charitable Remainder Trusts
The Coastal Advisory Group met with the client, the client’s attorney, and the client’s CPA to establish a Charitable Remainder Unit Trust. This type of trust was chosen because it provides benefits over a Charitable Remainder Trust by allowing additional gifts to be made throughout the client’s life.
College Funding
College Planning that goes beyond financial planning to include tax advantages for you. We help you select the school where the student you are sponsoring may have the greatest chance of success, and help you plan the financial help that will be needed. Let Six Year Five Star Award Winner and President, Michael Mueller, and our team of specialists make a difference to your financial life today!
Asset Protection

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