Financial Services

 Coastal Financial Services assists their clients in planning for their future and protecting their families through comprehensive financial analysis and the use of innovative products and services.

 
Investment Products
  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Direct Participation Programs
  • Securities Brokerage Services
 
Financial Resource Analysis
  • Life & Disability Income Insurance Needs
  • Long-Term Care Insurance
  • Analysis of Savings and Investments
  • Retirement Income Needs
  • Budget & Cash Flow Study
 
College Tuition Funding
  • College Costs Analysis
  • Analysis of Investment Alternatives
  • 529 Plans
  • Coverdell IRAs
 
Retirement Planning
  • Individual Retirement Accounts (IRAs) 
  • Fixed and Variable Annuities
  • Retirement Needs Analysis
  • Pension Maximization Using Life Insurance
  • Tailored Retirement Strategies
  • Non-Qualified Retirement Programs
 
Estate Planning
  • Tax Reduction Strategies
  • Charitable Giving