Financial Services

Coastal Financial 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
  • Tailored Retirement Strategies
  • Non-Qualified Retirement Programs



 


Estate Planning


  • Tax Reduction Strategies
  • Charitable Giving