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Navigating you through the ocean of financial planning

"Success is not measured by how much money you make or have,
but rather by achieving the goals you’ve set for yourself.” Joe Leonard

To be the standard of excellence and integrity in providing financial advice that will empower our clients to retain a sense of personal security and peace of mind while acquiring and transferring wealth from one generation to another. To build financial security for our clients through sound financial planning and investment management focused on asset growth and capital preservation

At Coastal Financial Associates, LLC, our focus is on your short term business loans & long-term financial success. We can coordinate all aspects of your personal financial planning: funding for college education, retirement planning, estate planning, and insurance planning. We can also help you build a balanced portfolio of investments by utilizing our asset allocation analysis. We can structure an estate plan that allows you to control the distribution of your wealth while reducing estate taxes and settlement costs.

Insurance Planning

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Investment Planning

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Investment Seminars

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*Life Insurance
*Disability Income
*Long-Term Care
*and more...
*Managed Portfolios
*Annuities _ CD's
*and more...
*Asset Preservation
*Estate Planning
*Tax Planning
*and more...

The Retirement Vault:
A Guide to Protecting Your Assets in an Age of Uncertainty
Author: Joseph A. Leonard

Order Yours Today
Hard Cover

For More Information

NC Financial Advisor Joseph Leonard

“This book addresses important estate planning issues and financial planning issues for individuals and families. I hope you enjoy, and benefit from, the years of research and experiences shared in [it].”

Who Holds Your Combination to….
The Retirement Vault

The truth is that the combination to your retirement vault is not given to you…it is yours to create. Your combination is the exact mix of programs, services and investments that will unlock the piece of mind and security that comes from knowing you are prepared and protected.

Here are some possible stops on the combination dial to consider. Can you answer these questions?

  • What is the best way to avoid court probate?
  • What is risk and how much should you have?
  • What are the benefits of trusts and annuities?
  • What is the best way to leave property to your heirs?
  • What is the difference between Medicaid and Medicare?
  • What is the best time to purchase long-term care insurance?
  • What is the best way to avoid or minimize federal estate taxes?
  • What are the pros and cons of owning property in joint tenancy?

If you do not know the answer to even one of these questions, you may be exposing yourself, your loved ones and your assets to unnecessary risk and uncertainty.

Don’t let a few unanswered questions keep you from creating your unique combination. Follow along with Joseph Leonard as he leads you through a discussion of the issues, guides you through your options and ultimately demystifies the retirement planning process.

Do you need a new investment planning strategy?


Coastal Financial Associates in North Carolina
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Office: 910.457.7811 (toll-free 866.429.8242) | Fax: 910.457.7812 (toll-free 866.429.8243)
4956-2 Long Beach Rd. Southport, NC 28461