We understand that people simply want to work with a financial adviser that they can trust, someone who truly represents their best interests. Because we are fee-based, we feel we are better positioned to help you realize your financial goals. The fee we charge is a percentage of your account value, so if we are successful in growing your account, our fee grows along with it. This business model directly aligns our financial interests with yours.

Although many tend to like their current adviser on a personal level, they may feel uncomfortable knowing that he or she receives commissions from selling financial products. The discomfort comes from knowing that there is a potential conflict of interest between what best serves you, the client, and your adviser's income.

We believe that our fee-based investment models are a strong driver of our remarkable client retention. In an industry plagued by high client turnover, we can boast that 44% of our clients have been with us for a decade and longer.

 
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Our entire team of professionals is focused on your financial plan, directly engaged in supporting your planning objectives (retirement, education funding, investment selection, estate, tax and survivor benefit options, read more). We recognize that everyone has different long-term financial objectives and means. Since 1980, we have personalized the process of designing and implementing comprehensive financial plans, focusing on more than simply money.

Here at Coordinated Financial, we adhere to the Certified Financial Planner Board of Standards (CFP®) financial planning process. If you are not familiar with this recognized best-practice approach to building and caring for financial plans, we invite you to review the Code of Ethics to which we are bound.

Our mission is to tailor a financial plan for you and your loved ones. Our management tools, asset allocation models and wealth management strategies are time-tested; our exceptional client retention and regular referrals are key indicators that our clients recognize and appreciate our thorough approach, continuous follow-up, transparency, experience and honesty. We look forward to serving you!