(352) 597-3879 Menu ALL PRESENTATIONS Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. 5 Smart Investing Principles Principles that can help create a portfolio designed to pursue investment goals. Your Cash Flow Statement A presentation about managing money: using it, saving it, and even getting credit. Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals. Protecting Those Who Matter Most The importance of life insurance, how it works, and how much coverage you need. Long-Term-Care Protection Strategies The chances of needing long-term care, its cost, and strategies for covering that cost. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest. 5 Smart Investing Strategies Getting what you want out of your money may require the right game plan. An Inside Look at Retirement Living A number of questions and concerns need to be addressed to help you better prepare for retirement living. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Contact Coastal Financial Services Office: (352) 597-3879 Fax: (352) 592-7526 5143 Commercial Way Spring Hill, FL 34606 6, 7, 26, 63, 65, FL 215 Life Health and Variable Annuity, and FL Real Estate License Send an Email Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Coastal Financial Services and Securities America are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.