wiseradvisor

Chad Coe
Coe Financial Group

Tel: (847) 282-3170
1121 Lake Cook Road Suite P
Deerfield, IL 60015

Values Based Financial Planning

Coe Financial Group | Financial Advisor in Deerfield ,IL

About Coe Financial Group

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.


General Information

Firm Start Year:   2000
No.of Employees:   5-9
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:   21
I work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses


Services

Investment Types:   Bonds, Stocks, Annuities, Alternative Investments, Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via email, Via phone, At my office, At your home, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life, Variable Life, Long Term Care, Variable Annuity
Financial Organization Memberships:   Paladin Registry


Firm Information

Assets Managed by Advisor:   $100,000,000


Compliance

Registered Representative:   Yes
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

Fee Structure:   Fee-Based
Compensation Methods:   Commissions, Based on Assets, Flat Fee
Fee % Based on Assets:   1%-1.75%



Faqs

  • Do you have a customer satisfaction or refund policy? We take the time to get to know you and your values. By working together we come up with the right solutions for you and your future.
  • What are your qualifications? What is your education background? Chad received his bachelors in business with an emphasis in Finance from the University of Illinois at Chicago.
  • What is your approach to financial planning? Building a solid, long-term financial plan tailored to your unique situation plays an integral role in helping you pursue your financial goals. We use a personalized approach to help determine strategies that may suit your needs. Throughout the various stages of your life, we regularly review and ensure financial decisions are appropriately and realistically aligned with your financial aspirations. Over the long-term, we'll manage your money with a strategy designed to keep you on the right track to meeting your financial dreams.
  • What services do you offer? At Coe Financial Group, we work with a diverse range of clients, from Millennials building their careers and families to couples transitioning into retirement. Whether you seek to build assets or preserve your wealth in retirement, we create cohesive financial strategies that address all elements of your financial picture.
  • How many clients do you currently manage? Over 200 families
see more

Disclaimer

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, Inc., a registered investment adviser. First Allied entities are under separate ownership from any other named entity.

Chad Coe

Chad Coe

RFC

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 17 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. As an experienced specialist in wealth management strategies, he specializes in structuring programs based on a clients personal values, goals, and risk tolerance. He works with clients to bridge the gap between where they are now and where they want to be in the future.

While serving a diverse client base, Chad works closely with executives and business professionals. A highly respected business coach and connector of businesspeople, he encourages and motivates others to assert themselves positively in the world and, ultimately, give back. He presides over several prominent networking groups and is the author of The Power of Peopletizing: Networking Your Way To Financial Freedom. A highly sought after keynote speaker, his keen insight into human interaction and how to make quality business connections is in great demand in todays Relationship Economy. Through his Strategic Mastermind Groups, his goal is to use his enthusiasm, passion, optimism, and success strategies to inspire and empower others to joyfully live their greatest lives and achieve their career goals.

Chad holds FINRA Series 6, 7, 24, 51, 63, and 65 securities registrations. An Investment Executive with First Allied Securities, a certificant of the Certified Wealth Strategist® (CWS®) designation. He is a past member of First Allied Securities Representative Advisory Council He received his bachelors in business with an emphasis in finance from the University of Illinois at Chicago.

Chads passion for helping extends beyond the business and financial world. With a tremendous philanthropic spirit, Chad is the Founder and President of Special Kids Network, a fundraising arm for several charitable organizations that assist children with special needs. He also served on the Board of Trustees of Keshet. In his spare time, he enjoys auctioneering, playing tennis and racquetball, and enjoying time with his wife Jill and sons Geoffrey, Jordan & Zachary.

see more

My Services

Retirement Planning

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.


401K Rollovers

Those who have changed jobs or retired and have left savings in a previous employers 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.


Insurance Planning

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.


My Team

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 25 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 ...more

For Trevor Brody, financial planning isn’t a one-time event; it’s an ongoing process that requires honest and open conversation. Understanding that no two clients are alike, he believes his responsibility is to craft customized strategies tailored to each client’s unique needs and circumstances. He enjoys connecting with clients on a personal level and building strong, multi-ge ...more

Melanie Duguid believes that planning is the first step toward financial independence. She begins every client relationship by exploring their personal values, needs, and commitments. She adheres to a disciplined investment philosophy, avoiding short-term fads and instead focusing on long-term performance and managing risk. With more than two decades of experience in the financial services industry, she is experienced in working with a diverse client base with complex financial and investment ne ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 8:30 AM - 1:00 PM

Communities Served

Arlington Heights Barrington
Buffalo Grove Chicago
Crystal Lake Evanston
Fox Lake Glencoe
Glenview Golf
Hawthorn Woods Highland Park
Lake Bluff Lake Forest
Lake Zurich Libertyville
Lincolnshire Lincolnwood
Mundelein Naperville
Northbrook Oak Park
Palatine Park Ridge
Round Lake Schaumburg
Skokie Waukegan
Wheeling Wilmette
Winnetka

Social Networks

tweeter facebook linkedin