Financial Planner & Wealth Advisor Johns Island, SC

  • Our Team
    • Justin M. Follmer, MBA, CFP®, AIF®
    • Shawn P. Brunner, MBA, CFP®
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    • Financial Planning
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Financial Planning

Our financial plans are as unique as you are. Our financial planning process is designed to fit your lifestyle and wherever it may lead you. Our plans are packaged for either employees -or- those owning their own business. Your financial goals are our goals and we want you to be confident in the path you decide to take. It’s difficult for anyone to begin a journey without a destination in mind. The same is true for your financial journey. We explore answers to questions like:

How much money will I need to live on in retirement?

Where will my income come from?

What will I do in retirement?

What’s the best retirement plan for my employees?

How do I budget for payroll taxes?

Can I afford to travel?

What if I want to start my own business?

How can I analyze relocating to a different state?

What happens to my assets after my death?

These are just a sample of the topics we’ll cover. Building a financial plan isn’t just for retirement. It can cover college funding, vacation planning, budgeting, and any numerous other topics related to how you save and spend your money.

Regardless of the topic, the sooner you start, we believe, the better prepared you’ll be for any unexpected situations or setbacks that may lay ahead.

Here’s Our Prices

Let’s start your conversation.

A few minutes on the phone or in person may be the best few minutes you’ve spent all week.

We won’t know for sure until you
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Investment Advisor and Fee-Based Financial Planner - Johns Island, SC

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TD Ameritrade Client Access

Copyright © 2023 · Coastal Wealth Advisors. Coastal Wealth Advisors, LLC is a Registered Investment Advisor in the states of South Carolina, Pennsylvania, New Jersey, Florida, and notice-filed in Texas. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risks such as fluctuating value and potential loss of principal value. There is no guarantee that any investment strategy will be successful. Diversification neither assures a profit nor guarantees against a loss in a declining market. Past performance is no guarantee of future results. Nothing listed on this website should be construed as specific investment advice; we welcome you to contact us or your advisors to tailor advise to your specific financial situation.