Cole Financial Planning and Wealth Management, Inc.
ColeFP is a fee only planning centric investment advisory firm headquartered in Birmingham, AL. and maintains co-working space in Madison/Huntsville, AL. We have an advisory presence in Florida. ColeFP is a Registered investment adviser in Alabama, Florida, Louisiana, and Texas. We are honored to serve clients throughout southeast We help people from all walks of life discover financial wellness and fulfill their goals.
Our clients come from a variety of backgrounds but tend to share similar traits. Clients that work well with us include:
- People who view money and investments as a means to reach their goals.
- People who wish to delegate the implementation of the financial plan
- People with a good sense of humor
- People who value the work and advice of competent professionals
- People who are hopeful and optimistic about the future
- Young Couples with the potential to accumulate assets
- Families with children looking to grow their assets
- Close to/Retired Couples with sizable assets needing to be rolled out of an employment plan and plan for retirement income
- Single/Widowed Women who desire to have a "Chief Financial Officer" to come alongside to help with important financial decisions
- Service oriented professionals
Visit our website for more information or call us to schedule a complimentary and no obligation "Get Acquainted" meeting.