Coastal Financial Services

Building Your Financial Future, One Step at a Time

Coastal Financial Services, Inc. is a compassionate and experienced financial planning firm based in Florida. Founded in 2000, our mission is to provide comprehensive wealth management services for every stage of life, building financial security and stability for our valued clients. We believe in forming strong relationships with our clients, understanding their unique goals and anxieties to create personalized plans that align with their individual aspirations.

Our Guiding Principles

• Client-centered approach: We prioritize understanding your needs, wants, and long-term goals.
• Trust and integrity: We build relationships based on transparency, honesty, and open communication.
• Comprehensive planning: We offer a wide range of services encompassing every aspect of financial planning, including investments, insurance, estate planning, and retirement planning.
• Education and empowerment: We are committed to providing clients with clear explanations and empowering them to make informed financial decisions.

Investment Planning

• Traditional IRA & Roth IRA planning
• SEP IRA & Simple IRA planning
• Annuities and wealth preservation strategies
• Portfolio management and review

Insurance Planning

• Life insurance
• Disability insurance
• Long-term care insurance
• Review of existing coverage

Financial Planning & Estate Planning

• Retirement planning and 401(k) rollovers
• Estate planning and wealth transfer strategies
• Investment portfolio & risk management

Additional Services

• Financial education and guidance
• Monthly budgeting tools and resources
• Access to a secure online client portal

Our Team

Our team of experienced professionals comprises industry experts dedicated to providing personalized attention and guidance to our clients. We believe in collaborative teamwork and fostering open communication to create tailored plans that meet your individual needs.

Join Us in Making a Difference

We believe in giving back to our community. Coastal Financial Services actively participates in Fostering Hope Florida, a local organization supporting vulnerable children in foster care.