Your Complimentary Fiduciary Retirement Assessment
Our 3-step process helps you review our services and make an informed decision about working together.
Step No. 1 | Schedule a 30-minute call
A 30-minute call will give us both a chance to make sure we're the right fit. Finding the right advisor is just as important as finding the right doctor. You wouldn't see a cardiologist for a broken foot, right?
Step No. 2 | Meet With Our Retirement Specialists
The next step is meeting with our team of retirement specialists (in-person or virtually). During this 1-hour meeting, our team will dive into your retirement goals, needs, and concerns. By gaining a deeper understanding, we can hand tailor recommendations and organize them effectively for your benefit.
Step No. 3 | Review Assessment
With your Retirement Assessment complete, we will have another 1-hour meeting to review our findings and offer our recommendations. This meeting, will explain exactly what you can do to improve your retirement plan, lower your tax rates, and optimize your investments.
Once the process is done, we will simply ask you what you want to do next. We want to build long-term relationships, not just make a quick transaction. If you don't believe that we're a good fit, that's no problem! We're happy to assist you in finding another professional that fits your needs. We will never pressure you to say "yes."
Retirement focused individuals age 50+ who are retired or close to it
Diligent savers with investments over $1 million. (Excluding real estate)
People who want professional help because retirement is too important
You're a fiduciary...what is that?
Investopedia.com describes a fiduciary as “a person or organization that acts on behalf of another person or persons, putting their client’s interest ahead of their own, with a duty to preserve good faith and trust.”
At Coe Financial, we live up to our name. We are fiduciaries, legally and ethically bound to act in our clients’ best interests, not our own. We acknowledge our fiduciary status in writing with every client.
Our three-step process begins with a complementary, no-obligation introductory meeting via Zoom. The purpose of this meeting is to learn about you and your family and your priorities. We will share more information about our process, answer your questions and, finally, determine if Coe Financial might be a good fit for you. We’re confident you’ll find this meeting beneficial whether you become a client or not.
There are three very important things about our firm that separate us from others:
The reason we offer a complimentary Retirement Assessment is that we recognize how challenging it is to evaluate financial planners. Many of us have similar titles, designations, and service models. With our Free Retirement Assessment, you get to try us out, risk-free, to make sure we’re the right FIT for you.
If you think there is a potential fit between your needs and our expertise, the first step is to schedule a complimentary call.
At Coe, we prioritize your financial success by focusing on what you can control. We don't chase market trends or attempt to predict the unpredictable. Instead, we specialize in lowering your tax bill, smarter investing, and creating a reliable retirement income.
If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.
If we sound like we align with your goals and values we encourage you to learn more about our expertise by making time for your Free retirement assessment
Disclosure: for a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor other representatives may give legal or tax advice.