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CAAR Senior Services Directory
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Coastal Retirement, Estate, & Tax Planners, Inc.
2619 Oak Street
Myrtle Beach, SC 29577
Phone: 843-205-2631
Fax: 843-448-8219
Website: www.coastalfederal.com
Contact:
Kara Kessinger, President
kara.kessinger@coastalfederal.com
Organizational mission or general goals:
We provide our clients the ability to preserve and manage family wealth by offering professional, objective and needs-based financial planning advice.
Primary services provided:
Cash flow analysis, Retirement Planning, Estate Tax Minimization, Income Tax Minimization, Income Tax Preparation, College Expense Planning, Gifts to Heirs, Charitable Gifting, Life Insurance Needs, Asset Allocation Review, Disability/Survivorship Needs. All services based on a rate per hour.
Primary clientele served:
Wide range of clientele; ages 40 to 85. All based on personal financial needs.
Employees and/or volunteers:
3 Full time persons.
Staff members eligible for professional credentialing and credentialed staff members employed:
Professionally credentialed personnel; 2 CPA's & Personal Financial Specialists accredited by the A.I.C.P.A.; 1 Certified Financial Planner.
Clients/patients/participants served each year:
200 +
Organization accredited or certified by an outside agency or association:
No
Special services or pricing for senior citizens:
No
Comments:
We have a combined 30+ years of experience in working with individuals to define their goals and objectives and to formulate a plan to meet those needs. |
