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Financial, Estate and Gift Planning
Reach Your Financial Goals
With The Right
Help
Hiring the right financial adviser can help you take control of your finances and reach your financial goals. As an investor, you’ve built your nest egg to fund a comfortable retirement. A financial adviser can help you make the most of your assets and keep you on track for the long-term.
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As a fiduciary and fee-only adviser, COF financial advisors know the ins and outs of wealth planning, tax planning and helping you map out your financial future.
Financial planning can be daunting. It helps to understand where to start the process. COF advisors believe planning for the future begins with a detailed understanding of your current financial situation.
How COF Advisors Can Help
Financial Planning Evaluation
We can help evaluate if you are on track to reach your goals. As a registered investment adviser, COF has its clients' best interests in mind. We want you to be successful.
We can help you prepare for the future with financial planning advice specifically designed for you. Why is financial planning important? A good financial plan is a blueprint that helps you confidently save, invest for your future, and steward your resources to be a blessing to your neighbor and honor the Lord.
Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. (“CSIM”). Church Organizers Foundation is not owned by, affiliated with, or supervised by Schwab.
