Welcome to Coastal Financial on the Island.
The Coastal Bend’s dedicated independent full-service investment firm, committed to building financial wealth and management. Wherever you want to go, we're ready to help you navigate the tides of life.
Our established 4-step process for developing your personalized financial plan.
The mission of Coastal Financial is to fully apply the principles of trust, honesty, respect, integrity and commitment to our clients and to develop strong, multi-generational relationships for life.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
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.
With decades of experience, our investment team is always ready to support you in every way.
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.
Dream big, have fun, and manage your finances.
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.
Padre Island Executive Business Referral Links
LPL Financial Advisor
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.