Products & Services
At Coastal Insurance & Financial Services, we provide assistance in the following areas:
Investments
Mutual Funds
CD’s
Brokerage Accounts
Managed Accounts
Common Stock
Bonds
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Variable Annuity
529 Plans
Treasury Bills
Government Securities
Treasury Notes
Financial Planning
Retirement Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Insurance
Life Insurance
Term - Return of
Premium
Variable Universal Life
Guaranteed Universal Life
Survivorship Life
Critical Illness Insurance
Disability Income Insurance
Long Term Care Insurance
Life Settlements