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.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

More Calculators →

Aiming at Target-Date Funds

How target-date funds work and why it’s important to understand a fund’s specific strategy.

Small Business Owners Deserve a Vacation

Some tips for fitting a personal vacation into business plans and helping the business run efficiently.

SEC Decides to Break the Buck

How reforms to the $2.6 trillion money fund market might affect institutional and individual investors.

Catch Up for a More Comfortable Retirement

Workers aged 50 and older can give their retirement savings a boost by taking advantage of catch-up contributions.

More Newsletters →