At Coe Financial Group, our priority is to thoroughly understand you and your needs. The best way to do this is by listening. Through a comprehensive process, we begin by taking the time to learn about you and your immediate and long-term goals. We ask the questions you may have not considered and evaluate the consequences you may not have foreseen.
By asking the right questions, we can learn about you and your family. This helps us better understand what is important to you when helping you make smart choices about your money and financial future. Rather than simply recommend investment options, we take the time to learn about what type of investor you are. How much risk are you comfortable taking? Are you more focused on building or preserving your wealth? What is your time frame for pursuing your goals? These questions and more help us understand your specific financial needs and design personalized strategies.
Our unique perspective is designed to help you gain clarity about your financial situation and make informed decisions. Read more about some of the common questions we ask you.
|Firm Start Year:||2000|
|Name of Broker/Dealer:||First Allied Securities|
|Name of Custodial Firm:||Pershing, Charles Schwab, Fidelity|
|States Licensed in:||Illinois|
|Number of Years with Current Firm:||22|
|I work with the following types of clients:||Businesses, Individual Investors, Non-Profit Organizations|
|Advisory Services Provided:||Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Estate Planning & Trusts, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Financial Planning, Insurance Products & Annuities, Risk Management|
|Investment Types:||Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Insurance, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via Email, At my office, At your home, Our Offices, Video Conference, At your office, Via Phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Variable Life, Long Term Care, Variable Annuity, Life|
|Advisor's Number of Clients:||175|
|Assets Managed by Advisor:||$140,000,000|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Compensation Methods:||Flat Fee, Based on Assets|
|Organization:||Special Kids Network 1121 Lake Cook Road, Suite P, Deerfield, IL 60015|
|Duration :||01/01/1999-Currently holding|
Registered Representatives offering securities through First Allied Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Advisory services are offered through First Allied Advisory Services, a registered investment adviser. First Allied entities are under separate ownership from any other named entity.
In both business and life, Chad Coe is imbued with a strong passion for helping people and making a positive impact on their lives. With more than 20 years of experience in the financial services industry, his commitment to serving others has never wavered. He strives to provide clarity and focus on what matters most to people - their values, which ultimately dictate the basis and management of their investment portfolio. He enjoys working with clients as a team, helping them pursue their goals, and serving as their trusted advisor.
As the President and Founder of Coe Financial Group, Chad embraces a values-based approach and focuses on the personal well-being and financial security of his clients. Whether youre saving for a specific goal or trying to manage your own investments, Chad can help you stay on track.
Like other professional relationships you develop, a financial advisor can be a lifelong guide for helping you make well-informed decisions throughout your lifetime. A financial advisor can help you:
Many of our clients planning for retirement are focused on preserving their wealth and creating a consistent income stream that lasts through retirement. We seek to identify opportunities for building a consistent income that will last through retirement and help you determine when you may be able to retire. The retirement planning process often includes analyzing income sources, managing assets, determining future expenses, and estate planning.
Those who have changed jobs or retired and have left savings in a previous employer's retirement plan, such as a 401(k), may consider a rollover. A rollover involves moving your retirement savings from your workplace retirement plan to an IRA. This allows you to keep your savings tax-deferred. We can help you rollover your 401(k) and choose an appropriate IRA that fits your needs. Before deciding whether to retain assets in a 401(k) or rollover to an IRA, an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors, and legal judgments, required minimum distributions and possession of employer stock. Please view the Investor Alerts section of the FINRA website for additional information.
Insurance is an important part of a complete financial strategy. With access to a wide array of insurance products, we help you determine what type of coverage is appropriate for your circumstances, including life, long-term care, and disability options.
|Mon.||8:30 AM - 6:00 PM|
|Tue.||8:30 AM - 6:00 PM|
|Wed.||8:30 AM - 6:00 PM|
|Thu.||8:30 AM - 6:00 PM|
|Fri.||8:30 AM - 6:00 PM|
|Sat.||8:30 AM - 1:00 PM|
|Hubbard Woods||Lake Bluff|
|Lake Forest||Lake Zurich|
|Park Ridge||Round Lake|