Coastal Financial Services

Welcome to Coastal Financial Services.  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 comprehensive financial analysis, implementation of recommendations and constant re-evaluation of the market and our client’s ever-changing dynamics.
 
We are in the business of changing people’s lives forever.
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

When Investing Pays Dividends

Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

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