Simplifying Your Investments
To Achieve Your Long-Term Goals
At Coastal Independent Advisors, we use bucket planning strategies with the goal of achieving efficient liquidity, growth, income, tax alpha, and risk management for long-term success. For over 27 years, Steven Horn, MSFS has worked with professionals, business owners, corporate accounts, and more, to approach their finances logically, so they can achieve success over time.
Through a fiduciary relationship and client-first approach, we’ll help you discover what it means to apply management principles, retirement planning, logical investing, and more to your life, business, and employees.
Working with our team should bring your potential success to a much higher-level over time.
More Than an Advisor, We’re Your Portfolio Manager
With us, you can expect a tailored experience because we build the models, stocks, and asset allocation strategy models ourselves. Our models can include cash alternatives, bonds, stocks, ETF's, alternatives, and more.
From a planning and investment perspective, we take into consideration your entire financial picture.