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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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.
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Running with the Dogs
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
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What Is Cyber Insurance, and Do You Need It?
Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.
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IPOs: Consider the Risks Behind the Hype
Discover why it might be worth waiting for a record of financial results before investing in an initial public offering.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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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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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.