Cole Financial, LLC - A Registered Investment Advisor

I enjoy my work and receive great satisfaction in seeing the financial plans I helped develop materialize. I have experienced the confidence that comes to my clients as financial problems and concerns they’ve wrestled with for years become manageable, giving them more time to concentrate on other important aspects of their lives.

I always try to be innovative and results oriented when working with my clients. I enjoy working with both the astute and novice investor needing expert advice. Since 1988, I have been involved with business and personal financial planning. My clients changing needs are met with honesty, ethics, and integrity. I know and understand the needs of a Private Investor as well as Foundations and work hard to give the most complete and up-to-date service possible while always striving to protect the client’s best interest.

I work hard to assure a long-lasting relationship. Most importantly, I care about my clients and their families, their businesses, their experiences, their results, and put their needs first in all situations. As a financial advisor, my desire is to have a positive influence on their lives.

Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

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