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.
Newsletters
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Mid-Year Is a Great Time to Fine-Tune Your Finances
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
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Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
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Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.