We help people who are approaching retirement (or, who are retired) to map out a game plan that addresses the critical financial issues so they can enjoy a retirement that is substantially free of financial worry.
Virtually everyone has financial issues. Making wise decisions and avoiding big mistakes can make a huge difference.
As one example, we help people understand the consequences of the various Social Security options. Even if people are not dependent on Social Security, getting this one right can make a substantial difference.
With regard to investment management, we provide investors with some of the most advanced strategies. We offer strategies to help people make money in up markets and protect their money in down markets without having to ride the roller coaster all the way down.
Our clients benefit from our personalized combination of both planning and investment management services.
|Firm Start Year:||1983|
|Name of Custodial Firm:||TD Ameritrade Institutional|
|Number of Years with Current Firm:||31|
|Foreign Languages Serviced:||English|
|Investment Types:||Real Estate , International Investments , Bonds , Stocks , Annuities , Alternative Investments , 76504 , Stocks Mutual Funds , Bond Mutual Funds|
|Firm's Number of Clients:||120|
|Firm's Number of Managed Clients:||120|
|Assets Managed by Firm:||Yes|
|Assets Managed by Advisor:||$81,000,000|
Compensation and Fees
|Fee % Based on Assets:||1.2|
|Additional Details on Charges:||
The incremental charge for new assets under management ranges from a high of 1.2ïo a low of .5ïdepending on the amount of money managed.
Annual retainer services are available for those wanting financial planning services without asset management. The minimum first year retainer fee for financial planning services is $1,000.
In 1983 Richard Coe founded the financial planning and investment management business now known as Coe Financial Services. He has been a CERTIFIED FINANCIAL PLANNER professional since 1983.
A well-known financial educator, Richard is a native of Wichita and a graduate of East High. He graduated Magna Cum Laude from Macalester College in 1971 with Special Departmental Honors in Economics. He earned his MBA from The University of Chicago (now called Chicago Booth) in 1974 with majors in Finance and Accounting.
While in junior high school in the early 1960s he started investing in stocks with money earned from his paper route and from mowing lawns. He understands there is more to financial security than simply picking investments.
Richard is the past President of the Financial Planning Association of Kansas, the Wichita Estate Planning Council and the Wichita Rotary Charitable Fund.
Richard has been married to Deb since 1982 and they have two married sons, David and Doug. Richard enjoys reading and traveling.
Perhaps most important to you is the fact that Richard Coe is known as a down-to-earth financial advisor you can truly trust.
Financial Advice & Consulting
For more than 30 years we have provided financial advice on issues such as investments, insurance, retirement planning, education funding, pension benefits, and Social Security.
Financial Planning for Individuals
Over the years we have helped many individuals, both single and widowed, as well as couples. While clients typically start with some concerns and questions, the questions we ask our clients often stimulate more thinking. Our planning work facilitates a better understanding for our clients of where they stand in relation to their goals. we want to improve the odds that clients can accomplish their goals. If changes need to be made, sooner is often better.
Financial Planning for Businesses
Some of our clients are business owners. We do help business owners in a variety of ways. We no longer provide direct services to businesses.
|Primarily KS||but from coast to coast.|
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|