COORDINATED FINANCIAL PLANNING

Coordinated Financial Planning is directly engaged in supporting your planning objectives, including: retirement, education funding, investment selection, estate planning, tax planning, survivor benefit options, charitable giving, and wealth management... Coordinated Financial Planning is an independent adviser with most assets in the custody of Charles Schwab. Charles Schwab provides our clients with SIPC insurance on each brokerage account up to $500,000 and has insurance through Lloyd's of London for additional protection up to $600 million. We are constantly striving to provide top-notch financial advice and protection... Coordinated Financial Planning is a personal local professional personal Fee-Only Registered Investment Adviser.

Primary location: Cincinnati United States