Businesses & Organizations

Attract and retain top talent with a tailored Employee Benefits plan.

Coastal Financial partners with business owners to develop a comprehensive financial planning package designed to increase employee satisfaction and create long-term value. Our tailored solutions are custom-built for each business and employer, covering a variety of areas such as business planning, employee financial objectives, and financial wellness initiatives.

Our Personal Finance Concierge program is an industry-new, holistic financial planning service for employees. Fact: 92% of employees feel financial stress, which negatively impacts retention, attraction, and productivity.*

Our Personal Finance Concierge Program can help:

  • Attract talent as an industry-new service.

  • Increase retention and reward employees for their tenure.

  • Maximize appreciation of your current compensation & benefits offerings.

  • Increase productivity and lower average employee costs.

Click here to discuss how easy it is to begin.

 
 
 

ATTRACT AND RETAIN QUALITY EMPLOYEES

  • Non-Qualified Deferred Compensation Plans

  • Retirement Plans

    • 401(k)

    • Profit-Sharing

    • SEP and Simple IRAs

    • 403(b) – Defined Benefit

  • Group Insurance

    • Health

    • Short- & Long-Term Disability

    • Life, AD&D, Long-Term Care

    • Dental

  • HSA, HRA and FSA Plans

  • Discounted Voluntary Benefits

  • Executive Carve Out Benefits

  • Financial Planning Workshops

 
 

PROTECT THE INVESTMENT IN YOUR BUSINESS

  • Business Valuations

  • Business Succession Planning & Exit Strategies

  • Buy/Sell Strategies

  • Key Person Insurance

  • Estate Plan Integration

 
 

REWARD THE KEY PEOPLE IN YOUR BUSINESS

  • Financial Planning for Key Employees

  • Non-Qualified Selective Benefits

  • Deferred Compensation Plans

  • Salary Continuation Plans

  • Executive Bonus Plans

  • Split Dollar Arrangements

 
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