Consulting Services

Risk Management Support

Running your organization does not have to mean exposing yourself or your employees to risk. Have an expert watching your back.

Employee Benefits Review

Audit yourself against the competitive landscape, have a plan to maximize every dollar you spend, and develop a strategy to grow.

Property & Casualty

Insurance Policy Audit

It's important to make sure you fully understand the coverage you already have, and what exposure you may not have considered.

Retirement Plan Consulting Services

Learn all the options available to you and how to structure your organization's retirement plan and optimize its value to employees.

Retirement Plan 

Market Analysis

How does your retirement plan stack up against other organizations who are also pursuing top talent? Are you competitive? Are you aware of the latest perks available?

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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