Welcome to CoastHills Wealth Management
"Seeking Wealth Preservation and Financial Security"
CoastHills Wealth Management began offering financial planning, investment and education services to members of CoastHills Credit Union and the surrounding communities in 1989. The purpose (was then) and is (now) simple: Making a Difference in Our Neighbor's Lives. We do this by helping our members maximize their financial resources through full service investment accounts, professional advisory programs, personal financial planning and education. In short, we help individuals, community leaders and business owners identify their financial needs and offer solutions that will work toward improving their lives.
INTEGRITY • OBJECTIVITY • EXCELLENCE
Helpful Content
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
View all articles 
Saving for College
This calculator can help you estimate how much you should be saving for college.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Rightsizing for Retirement
What does your home really cost?
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Retirement Redefined
Around the country, attitudes about retirement are shifting.