Are you on the right track?
Just like a good football team needs a solid quarterback, you and your family need a financial quarterback who has the skill set to help you with all things financial.
Coordinated Wealth Management fills the role of that financial quarterback. We can work with your accountants, attorneys and other financial professionals to make sure all pieces of your overall financial plan are working together to create a winning team. Our goal is to put ourselves in your shoes to help you achieve all that you and your family want out of life.
Most clients have professionals working for them, but they are not always working together. The world of finances, taxes, investments, and wealth management is hard to understand and most clients are not even sure of what questions to ask. As a flat fee advisor, we are not tied to any one company, professional, or product. As your fiduciary, we are required to do what is in your best interest. As your advocate, we are equipped to ask the right questions and seek out answers to issues you didn’t even know you had.
Doing what has always been done or what everyone else is doing is not going to help you meet your individual goals and aspirations. Most conventional wisdom in investments lead people to believe it’s just the way things are done. Assets under management… accumulation annuity markets…actively managed mutual funds… it’s enough to make your head spin. And do you even need them? Our job is to help you get on the right track with critical thinking and an objective evaluation of the available options and alternatives to meet your needs.