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Our Services

 

We serve individuals and businesses in all areas of financial management, including:


Retirement planning
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.


Tax management strategies
    Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.


Estate planning strategies
    Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.


Risk management strategies
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.


Education funding
    Recommending investment and accumulation strategies to help you pay for your children's education.


Investment Planning
    Determining your asset allocation needs. Helping you understand your risk tolerance.  Recommending the appropriate investment vehicles to help you reach and exceed your goals.


Employee and executive benefits
    Helping your business attract and retain qualified employees through benefit packages

Answering Your Questions

  How do I?

  • Get more from my investments?
  • Reduce my exposure to risk?
  • Save enough money for college?
  • Reduce estate taxes and preserve my assets?
  • Live comfortably in retirement?
  • Have the right amount of life insurance?

Check the background of your financial professional on FINRA's BrokerCheck.


* Past performance is no guarantee of future results. Diversification/asset allocation does not ensure a profit or guarantee against loss. Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.


Vineet Goyal is a Registered Representative of Coastal Equities, Inc. Coastal Equities, Inc. is not affiliated with Vineet Goyal Financial Group. Securities are offered through Coastal Equities, Inc., Member FINRA/ SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.  


CoastalOne is a trade name used by Coastal Equities, Inc. and its affiliate Coastal Investment Advisors, Inc.  Coastal Equities, Inc. is not affiliated with Vineet Goyal Financial Group.  Securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. 

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