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