Coe Financial Group is an independently owned wealth management firm delivering personalized service to clients for more than a decade. Our independence allows us to offer an unbiased objective approach to best serve your unique investment needs. At Coe Financial, your peace of mind is our main concern.
Whether you are just starting to save for your future, or are a seasoned investor, Coe Financial Group will help guide you toward your goals by offering only the highest quality financial and insurance services. We currently manage or advise on over $200 million in client assets. Our typical clientele includes individuals, doctors and business owners with investments ranging from $100,000 and up.
Coe Financial Group offers financial and investment services through First Allied Securities to business owners and their employees. Many of the accounts we hold are taxable, but several are tax-deferred or exempt (profit-sharing & pension plans, IRAs, etc.)
OUR VALUE PROPOSITION
One of the benefits of working with an independent firm is that we have no obligation to sell proprietary products or services. As a result, we can be openly selective in offering only those investment products and services that we believe are best suited to realize your financial objectives. We also promise to offer timely, unbiased advice while extending the highest level of integrity and service.
OUR 3-STEP STRATEGY TO YOUR FINANCIAL INDEPENDENCE
Discovery: We first focus on you by taking an in-depth look at your life/career situation and listening to what you envision for your future. We learn the story of your assets and your feelings toward risk. And, perhaps most importantly, we come to know your family dynamics and your view of the legacy you wish to build.
Execution: Based on the results of your discovery, we research and create a tailor-made portfolio designed around your specific return requirements and risk tolerances while keeping focused on after-tax returns. You enjoy world-class portfolio management, asset protection and tax efficiencies.
Evaluation: To ensure your investment plan is on track to help generate the maximum potential returns, we conduct a quarterly review of its success. What’s more, we make as-needed adjustments to your portfolio for any life changes that may occur along the way. When you entrust us with your financial future, we strive to make your life worry-free.