Coastal Financial Services

 

Welcome to Coastal Financial.  We are a boutique firm that provides financial services to a select group of successful business owners, professionals and non-profit organizations who are committed to improving their current financial position, achieving their financial goals and protecting their families, businesses and employees.

We accomplish this mission through the use of unique, comprehensive financial analysis, successful implementation of recommendations and constant re-evaluation of ever changing dynamics.
 
We are in the business of changing people’s lives forever.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Retirement Risks to Consider

The road to a comfortable retirement is full of risks, and they don’t end when you stop working.

HOT TOPIC: Nobel Prize Winners Offer Investing Lessons

A trio of American Nobel Prize-winning economists contributed to fundamental investing concepts and principles.

IRS Flips on Rollover Rules

Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.

TIPS for Inflation Protection

Treasury Inflation-Protected Securities could help provide a hedge against future inflation.

More Newsletters →