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.

Savings Goals

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Personal Inflation Rate

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

Car Affordability

How much can you afford to pay for a car?

More Calculators →

File and Suspend: A Flexible Social Security Strategy

Understanding Social Security claiming strategies, such as “file and suspend,” may help increase lifetime benefits.

SEC Decides to Break the Buck

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

Meet the Greeks: Alpha and Beta

This article explains how alpha and beta measures can be used to compare investments.

Balancing Foreign Trade

The key dynamics behind the U.S. trade deficit including trade issues with China and international trade agreements.

More Newsletters →