Cole Financial Planning and Wealth Management, Inc.

Financial ServicesAlabama, United States2-10 Employees

Cole Financial Planning and Wealth Management, Inc. empowers people to reach their financial goals by delivering professional financial planning and investment advice that are in their best interest and without the sale of products. We don't sell products, we offer solutions! 

Some of the types of people that work really well with Cole Financial Planning include:

Pre/Post retirees seeking to move qualified assets from employer plans
Young Couples with ability and desire to accumulate assets
Professionals needing to delegate financial and investment decisions
Single, Divorced and Widowed individuals needing a trusted financial planner to help with their financial affairs.
Families with investable assets of $300,000 or more and a desire to grow them
Service oriented professionals such as educators, members of the non-profit and religious community
People that appreciate the importance of goals
People who have a good sense of humor and respect the work and advice of professionals
People who have a hopeful, optimistic view of the future
And people who enthusiastically share our work with others

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