About

Start with the end in mind. Start with Coastie Financial. We are a high-tech, cloud-based financial services company. We offer Financial Planning using the #1 planning software on the market for over a decade and counting with a 37% market share - MoneyGuidePro®. A solid financial plan, whether you are 20, 40, or 60 years old is the driver of all other financial products you may need: Emergency fund, Insurance, Retirement account(s), Education Savings Accounts (529s), Brokerage account(s), etc. We also provide Tax Preparation and Tax Planning Services year-round using Intuit's ProConnect Tax Online. I like to describe this service as Turbo Tax (also made by Intuit) on steroids. Our goal is to maximize your return or minimize your liability. For small businesses, we are a QuickBooks wholesaler, so our prices can't be beat. We offer quarterly or monthly bookkeeping assistance. Our final line of service is Consulting, specializing in Business Plan Development using LiveWire technology.

Our niche market is the military. We are proud to serve the heroes in the Army, Navy, Marine Corps, Air Force, and Coast Guard.  While our services are developed for soldiers, sailors, airmen, and marines, we also serve all U.S. taxpayers.