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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Do Target-Date Funds Hit the Bull’s-Eye for You?
More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.
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Retirement Plans for the Self-Employed Dangle Tax Benefits
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
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What’s the Real Return on Your Investments?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
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What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?