Thank you for visiting Cole Financial Consulting, LLC, an independent financial planning and investment advisory firm registered in the states of New Mexico and Colorado. We are dedicated to helping our clients make wise financial decisions. Money is woven through the fabric of our lives, no matter what our financial resources or experience. With the proper financial awareness, planning and commitment, each of us can reach our life goals more readily and securely. Our firm's role is to provide practical advice to help individuals
and families do just that.
Our Mission:
Our mission is to motivate and empower clients to make wise financial decisions. Further, our mission is:
- To be an independent and seasoned professional at our clients' side.
- To guide clients with the information, analysis, tools, and personal advice they need to understand and improve their financial situation in support of their life goals.
- To candidly and confidentially discuss clients' finances and personal goals, their experiences with financial matters, and our recommendations of personalized solutions.
- To encourage collaborative and ongoing relationships with clients so they follow through on their action plans, maintain their financial course, and adapt more readily to changing financial conditions.
Areas of Focus:
Cole Financial Consulting's areas of focus are cash flow planning for and in retirement, investment portfolio recommendations, and insurance advice. Within and beyond those areas, we can help you answer such questions as:
- What financial changes can I make to reach my personal goals sooner?
- Are my investments appropriate for me?
- How and when should we rebalance our investment portfolio?
- How much money will I need to enjoy my retirement?
- I've been laid off; what should I do with my 401(k) rollover?
- What risks should we insure against?
- Do our life insurance policies and annuities meet our needs?
- Can I afford to stay at home to raise our children?
- I've inherited some money; what should I do with my new-found wealth?
- How can we avoid making another costly mistake?
- Should we make any changes to our estate plans?
Cole Financial Consulting, LLC welcomes clients regardless of age, income, wealth, or level of financial experience. We believe everyone deserves access to affordable, competent and objective advice from a trusted financial professional. Our aim is to enable you to maximize the benefits of your financial resources, whatever they may be. We offer you a complimentary, no-obligation, “get-acquainted” meeting, which can be conducted in person or over the phone.
I invite you to peruse our website. You'll learn what we do, how we do it, how to get started, and how we get paid for our services. You'll also learn about our upcoming events.
Please don't hesitate to contact me to discuss your financial planning and investment advisory needs.
Jennifer J. Cole, CFA, MBA
Advisor ~ Planner ~ Advocate
Cole Financial Consulting, LLC