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At Coe Financial Group, we work with a diverse range of clients, from Millennials building their careers and families to couples transitioning into retirement. Whether you seek to build assets or preserve your wealth in retirement, we create cohesive financial strategies that address all elements of your financial picture.

Investment Management

We believe that a diversified and flexible investment portfolio tailored to your unique situation is essential for pursuing financial goals. We offer two levels of investment management services. First, we can, on a non-discretionary basis, buy and sell securities on your behalf. We have access to a wide range of products, including alternative investments, stocks, bonds, and mutual funds. For those who desire further assistance with managing their investments, we offer investment advisory services. We partner with third-party money managers who can manage your investments so you can instead focus on your passions in life.

Financial Planning

Building a solid, long-term financial plan tailored to your unique situation plays an integral role in helping you pursue your financial goals. We use a personalized approach to help determine strategies that may suit your needs. Throughout the various stages of your life, we regularly review and ensure financial decisions are appropriately and realistically aligned with your financial aspirations. Over the long-term, we'll manage your money with a strategy designed to keep you on the right track to meeting your financial dreams.

Retirement Planning

Many of our clients planning for retirement are focused on preserving their wealth and creating a consistent income stream that lasts through retirement. We seek to identify opportunities for building a consistent income that will last through retirement and help you determine when you may be able to retire. The retirement planning process often includes analyzing income sources, managing assets, determining future expenses, and estate planning.

Benefits Plan Optimization

Much of your income in retirement may come from retirement plans you have or had with your current and previous employers. We are well-versed in the intricacies and nuances of defined benefits plans. We can help you understand how your retirement plan works, how to optimize benefits, and coordinate your plans with your other financial strategies to create a steady stream of income.

401(k) and IRA Rollovers

Those who have changed jobs or retired and have left savings in a previous employer’s retirement plan, such as a 401(k), may consider a rollover. A rollover involves moving your retirement savings from your workplace retirement plan to an IRA. This allows you to keep your savings tax-deferred. We can help you rollover your 401(k) and choose an appropriate IRA that fits your needs.

Estate Planning

Preserving wealth and leaving a legacy in a tax-efficient manner to family and heirs can be complicated and confusing. If an estate plan isn’t set in place, your wishes may not be carried out, as the estate will be transferred to the state to handle according to probate laws. We seek to demystify the common misconceptions of estate planning, assist you in articulating your estate planning needs, and coordinate the work of other professionals who may be needed, including attorneys and CPAs.

College Planning

A major concern among families is determining how they will pay for their children’s college expenses while still saving for retirement. We can help you calculate college costs, evaluate funding options, and create an education strategy tailored to your goals.

Business Planning

Business planning may help business owners avoid some of the common pitfalls that cause many small businesses to fail. From obtaining financing to selecting employee retirement plans, small business planning can help give your company the edge it needs to prosper. We can help you manage your earnings for growth and develop a succession plan designed to offer you a financially sound exit strategy.

Cash Flow Analysis & Debt Management

Some younger professionals are concerned with growing their family and careers while paying off debt. We develop debt management tactics designed to improve your cash flow, which may include refinancing, consolidation, or changes in tax withholding.


Insurance is an important part of a complete financial strategy. With access to a wide array of insurance products, we help you determine what type of coverage is appropriate for your circumstances, including life, long-term care, and disability options.



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