• Services

    We offer the below services and many more!

    Retirement Planning

    Retirement Planning

    We work hard our entire lives looking forward to the glory days of retirement. However without a sound retirement plan in place the dream of retirement with be exactly that...a dream. We provide our clients with a detailed retirement plan and review this plan regularly to ensure our client are on track to a comfortable retirement.

    Financial Coaching

    Financial Coaching

    Financial coaching is one of the most important aspects of financial planning services. We provide our clients with financial education workshops, spending plans/budgets, debt management and create their personal income statement. We are also here for our clients 24/7 so we can provide prompt advice on all financial questions.

    Investment Planning

    Investment Planning

    Although savings is very important, knowing where to put your money once its accumulated is just as vital. We offer investment advice and planning tips based of your risk profile and future goals. We also educate our clients on the investment world and encourage building an investing mindset within all of our clients.

    Tax Planning

    Tax Planning

    Taxes generally tend to be our largest expense. However, with proper tax planning strategies this expense can be lowered substantially.

    Credit Counseling

    Credit Counseling

    Your credit score can be your best friend or worst enemy. We understand the importance of the credit score and the massive implications that it has on your life, from applying for a credit card or trying to obtain a mortgage for a home, credit plays a huge role. We educate our clients on ways to improve their scores and provide continuous monitoring of their results.

    Student Loan Debt

    Student Loan Repayment

    Student Loans can be a heavy debt burden and see almost impossible to overcome. However, Cofield Advisors specializes in Student Loan Debt Repayment plans that can lower your monthly payments and (if eligible) help you get your student loans forgiven.

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