Coastal Financial Consultants | Thrivent

Coastal Financial Consultants mission banner image

At Coastal Financial Consultants, our mission is to help you make wise financial decisions.

our team

Let's put your plans in motion

Let's put your plans in motion

Check out our Coastal Financial Consultants Quarterly newsletter!

At Coastal Financial Consultants, we take a relationship‑focused approach to financial guidance. Our team works collaboratively to provide thoughtful support across life stages, transitions, and milestones. We serve a wide range of clients, including professionals, families, business owners, and retirees, and we strive to tailor every conversation to each person’s goals, values, and circumstances.

Specializing in...

Budgeting, saving, and debt elimination
Tax efficiency and tax planning
Protection strategies for individuals, families, and businesses
Business planning and succession considerations
Retirement planning and income considerations
Investments and wealth-building
Estate and legacy conversations
College funding strategies
Charitable giving strategies and philanthropic planning
Dave Ramsey SmartVestor Pro

We are locally serving Savannah, Pooler, Garden City, Tybee, Whitemarsh Island, Wilmington Island, Bloomingdale, Port Wentworth, Rincon, Guyton, Richmond Hill, Springfield, Brunswick, Bluffton, Beaufort, Hilton Head, Myrtle Beach, Daytona Beach, St. Augustine, and Jacksonville.

We are nationally serving Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Iowa, Illinois, Kentucky, Massachusetts, Michigan, Minnesota, North Carolina, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Utah, and Virginia.

Join us at an upcoming event

We’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.

In Person Watch Party-Leaving a Thriving Legacy image

In Person Watch Party-Leaving a Thriving Legacy

Nov 5, 2026, 6:00 PM UTC - Nov 5, 2026, 8:00 PM UTC

1921 Bull Street, Savannah, GA 31401 | The Gingerbread House

We are dedicated to helping you make thoughtful plans for your future and for the people you care about most. Join us for an educational event focused on strategies to help you navigate life’s unexpected challenges with greater confidence.During this event, we’ll discuss:How to safeguard your assets as you age while helping ensure protection for your loved ones.Common myths and misconceptions about long-term care and what you really need to know.An overview of how different assets are taxed and strategies to reduce the financial burden.Key planning strategies that can help you make the most of your retirement assets.How life insurance can provide stability and protection at every stage of life.This event is designed for our clients and their adult beneficiaries. Together, we’ll address common concerns surrounding planning for aging parents and protecting family assets. We encourage you to invite your beneficiaries to attend this educational opportunity with you.Two sessions are available: 1:00 PM Session: Lunch will be provided. 6:00 PM Session: Dinner will be provided.Please follow the link below to register and select the session that works best for you.No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See Thrivent.com/social for additional disclosures. 31374FB N12-25

Register Learn more

Leaving a Thriving Legacy image

Leaving a Thriving Legacy

Nov 5, 2026, 11:00 PM UTC

Zoom Webinar

We are dedicated to helping you make thoughtful plans for your future—and for the people you care about most. Join us as we discuss strategies to navigate life’s unexpected challenges with confidence as we address:o How to safeguard your assets as you age—while helping ensure protection for your loved ones. o Common myths and misconceptions about long-term care and what you really need to know. o An overview of how different assets are taxed and strategies to reduce the financial burden. o Key planning strategies that can help you make the most of your retirement assets. o How life insurance can provide stability and protection at every stage of life. This event is designed for our clients and their adult beneficiaries. Together, we’ll address common concerns about planning for aging parents and protecting family assets. We encourage you to invite your beneficiaries to attend this educational opportunity.No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See Thrivent.com/social for additional disclosures. 31374FB N12-25

Register Learn more

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Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 912-988-8588

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations