Am I Retirement Ready?
No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
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Chip Coughlin AIF®, RMA®, BFA™, CWS®, AAMS®
Owner / President
Lisa Thurston BFA™
Executive Office Coordinator
Kathy Pieples
Director of Compliance & Office Assistant
Mary Lou Walker
Administrative Professional
Devon Zalla
Administrative Assistant
Kyle Wentland
Advisor