coordinatedfinancialplanning.com
Greater Cincinnati's Home of Fee-Based Financial Planning
editWe represent you! Call us today 513-769-3131 for a no-cost consultation a free investment review. We understand that people simply want to work with a retirement planner that they can trust someone who truly represents their interests. Are you frustrated with the way your investmentaccounts are handled Do you know when you will be able to retire Do you feel that you lack a quality investment strategy or retirement plan Our firm is fee-based which means that we generate our income by growing the value of your accounts with us not from selling you products. If you currently work with a financial planner or investment advisor who makes his or her living selling commission-based products perhaps you feel uncomfortable knowing that your retirement plan comes second to his or her salary. You may like your current advisor on a personal level but are your retirement goals being met For 30 years our family-owned and operated firm has navigated through market upswings and downturns contractionary and expansionary periods booms and busts. Even in the toughest economic cycles we have helped hundreds of our clients retire assured that their financial plan is comprehensive and fully implemented. We create present and implement comprehensive financial plans in accordance with the Certified Financial Planner Board of Standards CFP financial planning process. Our services include investment advising guidance and asset allocation management cash flow analysis indicating projected rates of return needed for achieving financial independence or retirement. Our planning process takes into consideration various inflation rates and other variables. We procure estate reviews with reputable and experienced attorneys. We perform survivor needs analysis and estate tax analysis including provisions that will help you avoid probate. Our team has the tools to run long-term care insurance needs analysis. We are familiar with various education funding and provisioning scenarios. We aid in tax minimization strategies current... read more
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173.254.28.119 United States (2 changes since February 26, 2011)
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July 29, 2011 69.175.20.18 (SingleHop) → 173.254.28.119(Unified Layer)
February 26, 2011 69.175.24.52 (SingleHop) → 69.175.20.18(SingleHop)
February 26, 2011 69.175.24.52 (SingleHop) → 69.175.20.18(SingleHop)
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Coordinated Financial Planning Corporation
4555 Lake Forest Drive #560, Cincinnati, OH 45242
(513) 769-3131
4555 Lake Forest Drive #560, Cincinnati, OH 45242
(513) 769-3131
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financial planner, tax minimization strategies and long-term care analysis, life insurance options, retirement planning and provisioning, long term care, estate planning, investment management and advisor
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Greater Cincinnati's Home of Fee-Based Financial Planning
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We represent you! Call us today 513-769-3131 for a no-cost consultation a free investment review. We understand that people simply want to work with a retirement planner that they can trust someone who truly represents their interests. Are you frustrated with the way your investment accounts are handled Do you know when you will be able to retire Do you feel that you lack a quality investment strategy or retirement plan Our firm is fee-based which means that we generate our income by growing the value of your accounts with us not from selling you products. If you currently work with a financial planner or investment advisor who makes his or her living selling commission-based products perhaps you feel uncomfortable knowing that your retirement plan comes second to his or her salary. You may like your current advisor on a personal level but are your retirement goals being met For 30 years our family-owned and operated firm has navigated through market upswings and downturns contractionary and expansionary periods booms and busts. Even in the toughest economic cycles we have helped hundreds of our clients retire assured that their financial plan is comprehensive and fully implemented. We create present and implement comprehensive financial plans in accordance with the Certified Financial Planner Board of Standards CFP financial planning process. Our services include investment advising guidance and asset allocation management cash flow analysis indicating projected rates of return needed for achieving financial independence or retirement. Our planning process takes into consideration various inflation rates and other variables. We procure estate reviews with reputable and experienced attorneys. We perform survivor needs analysis and estate tax analysis including provisions that will help you avoid probate. Our team has the tools to run long-term care insurance needs analysis. We are familiar with various education funding and provisioning scenarios. We aid in tax minimization strategies current
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