Skip to content
Coastal Oak logo Coastal Oak logo
  • Home
  • Our Team
    • Our Team
    • Scott Betros
    • Tommy Isaacs
    • Buck Williams
    • Robert Mistretta
    • Stacy Smith
    • What Makes Us Different
    • Why Work With a CFP
    • About Raymond James
    • Private Wealth Advisor
  • Our Services
    • Our Services
    • Our Process
    • Alternative Investments
    • Banking & Lending Solutions
    • Business Planning
    • Corporate Retirement Plans Consulting
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Investment Management
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Family Offices
    • Retirees
    • Private Wealth
  • Resources
    • Resources
    • Commentary & Insights
    • Blog
    • Behavioral Finance
    • Client Access Videos
    • Intergenerational Wealth Transfer
    • Living Your Legacy
    • Business Wealth
  • Contact Us
    • Contact Us
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Coastal Oak Wealth Advisors
    9995 Gate Pkwy N Suite 300 Jacksonville, FL 32246 T: +1.904.385.2691 F: +1.904.640.9360
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Technology & Innovation
  • Topic
    • Alternative Investments
  • Media
    • Article
    • Infographic
Stay safe from Medicare scams
Four red flags to watch for
Retirement & Longevity
Where should you retire?
Hint: It’s about more than the weather and scenery.
Retirement & Longevity
Read
Watch Video
Visualize your future [VIDEO]
A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
Financial resolutions for 2026
Start the new year right by reviewing and revamping your financial plan.
Family & Lifestyle
Infographic: Building a complete care team for a confident retirement
10 professionals worth having on speed dial.
Retirement & Longevity
Infographic: Navigating your Medicare enrollment
Whether you’re approaching Medicare eligibility for the first time or considering changes to your existing plan to better suit your needs, this guide will help you prepare for enrollment and navigate your options.
Retirement & Longevity
Read
Aging solo
The practicalities and possibilities of embracing the future on your own.
Retirement & Longevity
Read
Funding long-term care with an irrevocable life insurance trust
How this strategy can help you avoid unnecessary taxation and create generational wealth.
Retirement & Longevity
Social Security increases benefits by 2.8% for 2026
The 2026 Social Security cost-of-living adjustment (COLA) has been announced.
Retirement & Longevity
Dispelling Medicare misconceptions
Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Here are the facts about five common Medicare myths:
Retirement & Longevity
Make the most of Medicare's annual enrollment period
With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity

Are you ready? Let’s uncover the possibility of working together.

Coastal Oak logo Coastal Oak logo
  • 9995 Gate Pkwy N Suite 300 Jacksonville, FL 32246
  • +1.904.385.2691
  • +1.904.640.9360
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

Coastal Oak Wealth Advisors is not a registered broker dealer and is independent of Raymond James Financial Services, Inc.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2025 Raymond James Financial, Inc.