Coastal Financial Planning, Inc. / Financial Advisor in Lincoln, Rhode Island

Angela Thomson, BA, CFP
Coastal Financial Planning, Inc. serves both the consumer and corporate clients. The firms' successful fee-only business model was profiled in the Wall Street Journal. On the corporate side we create commision free 401(k) plans. We also run on site educational sessions for employees covering various topics like understanding corporate options, cash flow and budgeting as well as providing services for corporations that our downsizing thier workforce.

Specialties