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.

College Funding

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

Life Insurance

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Tax-Deferred Savings

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

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An Average Way to Invest

Dollar-cost averaging might help investors make the most of a highly volatile period.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

TIPS for Fighting Inflation

Although inflation has been fairly quiet over the past few years, it remains a perennial concern for investors because it reduces the value of money over time.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

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