(352) 597-3879 Menu Coastal Financial Services, Inc. is proud to serve our clients in the following areas Investments Brokerage Accounts Traditional IRA ~ Roth IRA SEP IRA ~ Simple IRA Annuities Insurance Medicare Life Insurance Disability Insurance Long-Term Care Insurance Financial Planning Retirement Plans 401(k) Planning & Rollovers 403(b) Planning & Rollovers Profit Sharing Plans Other Planning Estate Planning Tax Planning College Planning Educational IRAs WISER WEALTH MANAGEMENT Welcome to Coastal Financial Services, Inc. Our company was founded in 2000, with the mission to provide comprehensive wealth management services for every stage of life to our valued clients. We believe our clients are like family and ensuring your trust and confidence in us is our highest priority. LEARN MORE Meet your professional team at Coastal Financial Services Joseph Hofmeister President & Wealth Advisor Erin Brandenburg Client Services Administrator Michelle McCormick Marketing Director & Financial Coach LEARN MORE ABOUT OUR TEAM MISSION STATEMENT At Coastal Financial Services, our mission is to personally know and understand your needs, wants, and long-term goals and work with you to achieve them. GET TO KNOW US KNOW YOUR NUMBER? Is your investment portfolio too conservative or maybe, too aggressive for your level of comfort? Let Coastal Financial help you find the perfect balance. TAKE THE QUESTIONNAIRE NOW! FINANCIAL RESOURCES Explore other financial resources that Coastal Financial recommends. LEARN MORE SIGN UP TO BE ON OUR MAILING LIST Name Email Phone 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.