Managing your personal wealth in today's complex economy requires relevant information and professional help. That's why CoastHills Wealth Management offers guidance and assistance with everything from investments to insurance to tax preparation and planning. Let CoastHills Wealth Management help you make the most of your money. LPL Financial Services Your investment professional: Bruce Altheide The LPL Financial representatives associated with this site are registered to discuss and transact securities business for residents of the following states: AR, AZ, CA, CO, FL, HI, IA, ID, IL, KS, KY, MD, MI, MN, MO, MT, NC, NE, NM, NV, OH, OK, OR, PA, SC, TX, UT, VA, WA, and WI. Securities offered through LPL Financial, Member FINRA/SIPC Not NCUA Insured No Credit Union Guarantee May Lose Value CoastHills Federal Credit Union & CoastHills Wealth Management are not affiliated with LPL Financial.

Investments

We offer a variety of Wealth Management strategies, including:

• Retirement Planning
• Estate Planning
• Investment and Portfolio Management
• Small Business Retirement Plans 
   

Professional Tax Preparation

Our Wealth Management offers a competitively priced professional tax preparation service to individuals who want have their return prepared by a bonded, licensed tax preparation professional. To schedule your tax appointment with a Wealth Management Professional please call (877) 698-2634.

Insurance

Accidental Death & Dismemberment Insurance

• A group insurance policy offered to members of CoastHills Federal Credit Union, underwritten by Hartford Life and Accident Insurance Company
• Provides benefits in the event of accidental death or accidental dismemberment
• Members can receive $2,000 of insurance coverage at no cost, simply by completing the enrollment form
• No medical exam required
• Members wishing additional coverage can purchase up to $250,000 of insurance coverage with no questions asked

Property and Casualty Insurance