Wealth Management Services

CoastHills Wealth Management Services

Managing your personal wealth in today's complex economy requires relevant information and professional help. CoastHills Wealth Management offers guidance with everything from investments to insurance to tax preparation and financial planning.

CoastHills Wealth Management can assist you with:

  • 401(k) Rollovers
  • Executive Benefits
  • Small Business Retirement Plans
  • Small Business Buy/Sell Agreements
  • Small Business Key Employee Insurance
  • Retirement  Planning
  • IRA's and Roth IRA's
  • Tax Advantaged College Funding
  • Investment Portfolio Management
  • Tax Advantaged Investments
  • Comprehensive Financial Planning
  • Life Insurance

For more information on Wealth Management's products and services, please contact one of our Financial Advisors.  Let CoastHills Wealth Management make the most of your money!



                    Securities offered through LPL Financial, Member FINRA/SIPC

Not NCUA Insured

No Credit Union Guarantee

May Lose Value



California Insurance License #0830629. Securities, Financial Planning, & Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC and a SEC Registered Investment Advisor.  CoastHills Federal Credit Untion and CoastHills Wealth Managements are not broker/dealers, nor are they affiliated with LPL Financial. Some insurance products available to California residents only.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our LPL Investment Representatives. LPL Financial Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please not that not all of the investments and services mentioned are available in every state.