Financial Planner
Senior Financial Services Executive
Special Care Planner
It is my mission to be known as the premier provider of Financial Strategies. I strive to be a well educated and client-focused Financial Planner, maintaining the highest standards of Integrity and Professionalism. Every client is unique and each client is treated as my most important.
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Coastal Financial Strategies has agents licensed to sell insurance in the following jurisdictions: FL, GA, NY, AZ, KY, LA, NC, SC, NJ, PA, TN, TX, VA, WI, CA(Lic. # OL12717) We have agents licensed to sell securities in the following jurisdictions: FL, NY, NJ, GA, NC, WI, TX, CA, AL, SC. Michael Sousou, CA Insurance License #OL12717, State of Domicile: Florida
Newsletters
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Steps to Help Lower Capital Gains Taxes
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
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Behavioral Biases That Can Lead to Costly Mistakes
Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
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HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?
This article looks at some of the reasons behind the manufacturing slowdown and what it might mean for the broader U.S. economy.
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Avoiding Probate with a Transfer-on-Death Deed
Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Savings Accumulation
Estimate the future value of your current savings.