The Financial Empowerment Experience

  • Client Portal

  • Account Aggregation

  • Collaboration

  • Spending & Budgeting

  • Mobile Access

  • Alerts & Tasks

  • Screen Sharing

Developing your Owner’s Blueprint, a bespoke financial plan to achieve your dreams, is just the first step. Going forward you will have access to our Financial Empowerment App, where you can log in to your personal financial website from your computer or mobile device. In the app, you can easily add, personalize, and track your financial goals. You’ll have real-time access to all your information including investments, budgets and spending, a vault for all your important documents, and connected accounts from other financial institutions across the country. You can also share this information with your attorney, tax advisor, and other specialists so together we can all collaborate to ensure you have the best team in your corner.

Brian Haney and Christopher Mills are Registered Representatives of Coastal Equities, Inc. Brian Haney and Christopher Mills are Investment Advisory Representatives of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with The Haney Company, P. Allen Haney, or Scott Haney. Advisory Services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

Check the background of this investment professional on FINRA’s BrokerCheck

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