Mission

At Coastal Financial Services, we have the client—and only the client—in mind.

Our mission is to personally know and understand your needs, wants, and long-term goals. We work diligently to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt, to saving for college, to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all resources available to help you pursue your goals.

We believe in thinking “outside the box” and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.  Our efforts are focused on you, the client, and your satisfaction.