Coordinated Financial Group

Our Mission

Coordinated Financial Group understands that every individual's financial journey is unique. We take a holistic approach to wealth management, working with you to develop a personalized plan that aligns with your goals, risk tolerance, and aspirations.

Who We Are

Founded in 1990, Coordinated Financial Group boasts more than 30 years of experience guiding clients through various life transitions. Our team of dedicated professionals holds deep expertise in retirement planning, investment management, insurance planning, and estate planning.

How We Can Help

We provide a comprehensive range of services to empower you to achieve financial security and pursue your dreams.

Our Services Include

• Retirement Planning: We help maximize your retirement savings, navigate market fluctuations, and achieve a comfortable post-career lifestyle.
• Investment Management: We craft personalized portfolios based on your individual goals and risk tolerance, ensuring your investments are aligned with your aspirations.
• Insurance Planning: We assess your needs and identify potential risks, offering customized insurance solutions to safeguard you and your loved ones.
• Estate Planning: We work alongside you to create a comprehensive estate plan that ensures the smooth transfer of wealth to your beneficiaries.
• Financial Advisory Services: We offer guidance on all aspects of financial planning, helping you make informed decisions about your finances.

Our Core Values

Our guiding principles are rooted in:

• Integrity: We uphold the highest ethical standards and maintain complete transparency in our dealings.
• Client Focus: Your success is our success. We prioritize your needs and work in your best interest.
• Professionalism: We are committed to providing personalized, individualized service and timely communication.
• Expertise: Our experienced team stays abreast of industry trends and utilizes leading-edge technology to provide top-notch service.

Join Us on Your Financial Journey

At Coordinated Financial Group, we believe in empowering individuals to take control of their financial future. We encourage you to explore our website, review our resources, and contact us to schedule a complimentary consultation.