Disclosures

General: “For educational purposes only and not individualized investment, tax, or legal advice. Investment involves risk, including loss of principal. Past performance is not indicative of future results. You cannot invest directly in an index.”

Tax: “Tax rules are complex and subject to change. Consult a qualified tax professional about your specific situation.”

Legal/estate: “Estate planning and trust strategies involve legal considerations. Consult an attorney licensed in your state.”

Annuities/insurance: “Guarantees are subject to the claims-paying ability of the issuing insurer. Contract terms, fees, and surrender charges apply.”

Social Security/Medicare: “Program rules change; benefits and surcharges depend on your circumstances. Consult SSA/Medicare or your advisor.”

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2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

3 Celadon Drive
Suite A
Beaufort, SC 29907

Phone: 843-379-1300

Email: info@coastlinecw.com

Mon-Fri: 9:00 AM - 5:00 PM

Coastline Complete Wealth | Fiduciary Financial Planner in Bluffton, SC | Serving Hilton Head, Savannah, and the Lowcountry