Investments Tailored To You
At Coastal Financial, we want to understand what is most important to you and your investment goals. From saving for a comfortable and assured retirement, a child's college or trade school education, your business qualified retirement plan, buying a home or even leaving a legacy for your family or a benevolent cause, Keith Clark is dedicated to advising you in your investment and financial needs and works closely with you to build a plan that is personally tailored to your goals. Since 1992, Keith has been helping clients successfully achieve what matters most to them and their families.
Investments
With decades of experience, our investment team is always ready to support you in every way.
Insurance and Long-term Care
Insurance is a tremendously beneficial tool to protect your assets, your family’s financial future, and can provide long-term care benefits when Medicare stops.
Estate
It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help create an estate plan for your family's situation.
Meet Our Team
Keith Clark
LPL Financial Advisor