Recent Blog Posts

Why Women Need to Save More Than Men

November 16, 2019

Men and women may not be on equal footing when it comes to investing for the future. On average, women work fewer years and earn less than men, but they also tend to live longer.

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Using Life Insurance to Ensure Business Continuity

November 16, 2019

Most commonly, life insurance is employed as the funding mechanism in “buy-sell” plans — legal agreements providing for an orderly transfer of ownership interests

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Intergenerational Wealth Planning: A Win-Win for the Whole Family

November 16, 2019

Wealth transfer is a sensitive topic within families. But addressing it is crucial to ensuring that a planning process is created and passes from one generation to the next.

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Fellows Financial Group is registered with Coastal Equities, Inc. Coastal Equities, Inc. and Fellows Financial Group are not affiliated. Securities offered through Coastal Equities, Inc. Member FINRA/SIPC, advisory services offered through Wealth Care Advisory Partners.Coastal and CoastalOne are trade names for the Coastal Companies. The Coastal Companies are Coastal Equities, Inc., Coastal Investment Advisors, Inc., a US SEC Registered Investment Adviser and Coastal Insurance Services, which consist of several affiliated insurance agencies. Securities are offered through Coastal Equities, Inc., Member FINRA/SIPC and Investment Advisory Services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Adviser, co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801.

Personal and Commercial insurance services are offered through Fellows Insurance Group LLC.   Fellows Insurance Group LLC is a separate entity from Fellows Financial Group LLC, and Wealthcare Advisory Partners. Fellows Financial Group LLC, Fellows Insurance Group LLC and Wealthcare Advisory Partners do not offer tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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