FINANCIAL AND INSURANCE SERVICES
Retirement Financial Services on the California Central Coast
Planning for retirement doesn’t have to be complicated. We’re located on the California Central Coast and can help you discover ways to protect your money, earn a reasonable rate of return over time, and keep things simple.
Helping Retirees in Need Since 1969.
Creations Coastal is the 3rd generation of the Campbell family business specializing in retirement planning and helping to protect client investments from market risk all throughout California.
Dinner and Retirement Presentation
Come to a Live Presentation.
Join us for an evening where you will attend a live presentation and enjoy a nice meal at a local restaurant banquet hall–these events are no-cost and come with no obligation to attend a follow-up meeting.
Dinner
Educational
No Obligation
No Cost
Timothy P. | Client since 2015
“I’ve lost $0 dollars. That’s the beautiful thing about the Green Line, you don’t lose any money. The money I lost in the stock market, I was sick from what I lost. Now, I don’t have any worries about my retirement finances. My wife and I tell everyone about Creations Coastal.”
What Makes Us Different?
At Creations Coastal, we can show you options to protect your money for the long term–we prioritize safety, something you can’t say of many other professionals out there. If you’re working on your retirement strategy and are seeking help, and live near the California Central Coast, reach out to us today.
Our Motto is Safety First
We pride ourselves on identifying what we believe are the best options for your specific financial goals and needs. Although every client's needs are different, the majority have the same thing in common: they want a retirement strategy with a focus on safety. Thankfully, we can point you toward tools to do just that.
Reasonable Rate of Return Over Time
Many feel that the only way to earn high returns is to put their money at risk in the stock market. While the returns can be great, the losses can be devastating. However, this isn't the only way; we can offer you options to both protect your money and earn a reasonable rate of return over time.
Keep Your Retirement Simple
Retirement strategies don’t have to be complicated. In fact, we believe some of the best strategies are the simplest ones. You deserve to understand where your money is and feel confident in your retirement strategy's success.
About us
Creations Coastal
At Creations Coastal, our team is dedicated to simplifying retirement strategies for our clients. We understand the importance of keeping their principal safe while also helping them earn a reasonable rate of return over time. We aim to provide personalized solutions that align with our clients’ goals and aspirations.
CHOOSE YOUR INVESTMENT STRATEGY
Red Line or Green Line?
The products we offer at Creations Coastal can earn you a reasonable rate of return over time while still protecting your principal. The “red line” represents the movement of the stock market, while the “green line” represents your rate with a fixed indexed annuity (FIA). An FIA can earn potentially higher returns when the market is up, yet does not suffer losses when the market is down–backed by the claims-paying ability of the carrier.
Safer Options
Reasonable Growth*
Simple Strategy
Timothy P. | Client since 2015
“I’ve lost $0 dollars. That’s the beautiful thing about the Green Line, you don’t lose any money. The money I lost in the stock market, I was sick from what I lost. Now, I don’t have any worries about my retirement finances. My wife and I tell everyone about Creations Coastal.”
Join us at a workshop.
We would love to hear from you.
Learn More
Learn More About How We Can Help You
Planning for retirement on the California Central Coast doesn’t have to be hard.
