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.

Car Affordability

How much can you afford to pay for a car?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Disability Income Insurance

How much Disability Income Insurance do you need?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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.

Taxes Due for Better or Worse

A number of new taxes could affect couples (especially higher-income couples) and lead to surprises at tax time.

Considering UITs

An overview of UITs with a focus on some important factors to understand when adding UITs to a portfolio.

Health-Care Update

Information about the Affordable Care Act’s employer mandate for small businesses, including tax credits and SHOP.

More Newsletters →