Angela Thomson (BA, CFP®)
Angela Thomson focuses in the
following client markets or areas of practice:
- Charitable Giving
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Charitable Giving
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Coastal Financial Planning, Inc. offers comprhensive financial planning and portfolio management. Angela Thomson,CFP(r), is the founder.
Additional services include 401(k) corporate plan reviews and installation and modificiatons of 401(k) plans.
We have offices in Lincoln & Narragansett for your convenience.
Additional Information
Please visit our website at www.coastalfinancialplanning.com for a review of the services we provide to our cients.
The firm offers a free introductory consultation.
NAPFA Start Date
September 27, 2002