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Mission Coast Financial

5481 Dorothy Drive San Diego, CA 93940

Phone:

  • 831-717-4235

Fax:

  • 831-855-0217

E-mail:

  • NatalieS@RoyalAA.com

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

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Calculators

You can review interesting calculators on my site.

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Click here to view current newsletter.

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Newsletters

  • Retiring in a Down Market? Don’t Panic

    Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article presents three fundamental concepts that may help investors keep market movements in perspective and maintain their focus on long-term goals.

  • Child Care Is a Budget Buster: Take Advantage of These Tax Breaks

    A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.

  • Are You Eligible for Any of These College-Related Federal Tax Benefits?

    College students and their parents need all the help they can get when paying for college or repaying student loans. This article explains three federal tax benefits that could take some of the sting out of expensive college costs.

  • A Mortgage Recast Is an Alternative to Refinancing

    This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.

More Newsletters »

Calculators

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators »

Osaic Wealth Form CRS

Kimberly A. Hankins is a Registered Representative of. and offers securities products and investment advisory services through Osaic Wealth, Inc. Member FINRA/SIPC, a registered broker-dealer.  Osaic Wealth, Inc. does not provide tax or legal advice.  In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Natalie W Stenehjem is a Registered Representative of. and offers securities products and investment advisory services through. Osaic Wealth, Inc. Member FINRA/SIPC, a registered broker-dealer.  Osaic Wealth, Inc. does not provide tax or legal advice.  In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

Mission Coast Financial is not affiliated with Osaic Wealth, Inc., or registered as a broker dealer or investment adivsor. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Fixed Insurance is offered by Kimberly A. Hankins as a licensed agent independent of Osaic Wealth, Inc. California Insurance License 0E56411.

Fixed Insurance is offered by Natalie W. Stenehjem as a licensed agent independent of Osaic Wealth, Inc. California Insurance License 0M85124.

 

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
 

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