Broker Check

Pre-Retirees and Retirees

Guiding Individuals and Couples Toward and Through Retirement

Retirement has vastly changed over the years. Your grandparents and parents likely relied on pensions and Social Security to build a stable income for retirement. Times have changed and, today, there is an increasing burden on people to ensure their assets last through their retirement. These changes demand a new way of planning.

Generally speaking, there are three phases of retirement planning: building assets ten or more years prior to retirement, transitioning into retirement, and maintaining those assets through the years of retirement. At Coe Financial Group, we work with you throughout all three phases. We help you face many new decisions, such as determining when to claim Social Security, how to potentially reduce taxes, how to create a stream of income that matches your lifestyle, and how to leave a legacy to your family. Beyond developing your retirement plan, we also provide ongoing support as you live in retirement, from offering guidance to adjusting a plan based on personal, legal, or economic changes.

Our goal is to help you avoid the common pitfalls people make, develop a comprehensive retirement plan that addresses your unique needs, and offer you support throughout your retirement years.



We created this Peace of Mind Checklist to be a simple tool for organizing the vital documents of your life. We encourage you to share this checklist with your close family members, as well as your financial professional, attorney, accountant, and your executor. This may be one of the easiest, but most valuable gifts you can give yourself and your family.