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Q3 2026 Plan Sponsor Newsletter

Contact

Office: (949) 456-8004

28202 Cabot Road

Suite 600

Laguna Niguel, CA 92677

info@cwioc.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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The financial consultants of Coastal Wealth, Inc., are registered representatives with and securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The LPL Financial registered representatives associated with the website may discuss and/or transact securities business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Scott W Holmes | California | 28202 CABOT ROAD, SUITE 260, LAGUNA NIGUEL, CA, 92677| CA Insurance Lic. #0C54559

Anthony Bertocchini | California | 28202 CABOT ROAD, SUITE 260, LAGUNA NIGUEL, CA, 92677 | CA Insurance Lic. #0E52655