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Your Trusted Partner for Financial Success

With almost 30 years of dedicated support and service to clients, we help you achieve your financial aspirations, safeguarding and growing wealth across generations.

Putting the Pieces of Your Financial Plan Together

Our name, Coordinated Plan, signifies what we stand for. We believe that a coordinated plan is essential for individuals, families, and businesses seeking a strong financial strategy. Our mantra, ‘Putting the Pieces of Your Financial Plan Together,’ guides our process in crafting tailored solutions. We acknowledge the distinct goals of each client and collaborate closely to create a personalized plan that fits.

Comprehensive Wealth Management Services

Our multi-generational team of experienced professionals has the knowledge and expertise to help our clients navigate the complex world of finance and make informed decisions about their financial future.

We offer a wide range of wealth management services, including:

  • Investment Planning & Management
  • Business Continuity & Succession Planning
  • Life and Disability Insurance Strategies & Obligation Requirements
  • Insurance, Estate, and Financial Policy Management
  • Retirement Planning
  • Group Benefit Plans & 401Ks
  • Business Planning (e.g., buy-sell agreements, transition planning, etc.)
  • Estate Planning & Multi-Generational Continuity of Assists
  • Asset Protection
  • Life Settlements
  • Coordinating with Tax and Legal Advisors for Full-Scope Planning

Exceptional Service & Personalized Attention

Our team of dedicated specialists is steadfast and conscientious in providing exceptional service and support to our clients, providing the resources and guidance they need to achieve their financial goals. The clients we serve deserve the best, and that is why our Planning Process provides comprehensive service we believe is second to none. Our enthusiastic professionals are committed to providing personalized attention and support, ensuring clients receive the highest level of service and care.

What We Do: the planning process

Achieving life goals and financial freedom requires a financial plan that pulls together and consolidates all your unique ’puzzle pieces’. At Coordinated Plan, this is the cornerstone of what we do. Our client-centered Planning Process begins with listening to what is most important and understanding the current situation. This is followed by tailoring solutions to meet goals, and continuously providing high level service through all phases of life. Our team approach is highlighted through a multigenerational adviser group and partnership with other professionals who play an integral role in the lives of our clients.

Who We Serve: Our experience counts

For nearly 30 years, Coordinated Plan has been a leader in providing comprehensive strategic and financial planning assistance to business owners, high-net-worth individuals, and their families. Our experienced and diverse team enables us to match clients with support that provides an optimal combination of expertise and personality fit. We specialize in growing, preserving, and safeguarding your financial assets. Incorporating innovative strategies for transferring wealth to those you care about, often working with several generations of families and businesses with whom we build long-term trusting relationships.