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 Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Disability Income Insurance

How much Disability Income Insurance do you need?

Cash Flow Analysis

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

More Calculators →

New Opportunity for Generating Lifetime Income

A survey of adults aged 44 to 75 found that 61% fear running out of money in retirement.

Fixed-Income Investments and Rising Interest Rates

Bond prices typically fall as interest rates rise; this may be a good time to examine your fixed-income investments.

A Brave New World

The federal government is forging trade agreements and creating new programs that may help businesses become export-ready.

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 →