FEE-BASED FINANCIAL PLANNING

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Over $100 million under management!

Coordinated Financial Planning Corporation
4555 Lake Forest Dr.
Suite 560
Cincinnati, OH 45242
513-769-3131

FEE-BASED FINANCIAL PLANNING:

We represent you! Call us at 513-769-3131

For 29 years, our Cincinnati-based, family-owned and operated firm has helped hundreds of clients retire with the confidence that their financial affairs are in order.

We create, present and implement a comprehensive financial plan for you. Our financial planning toolset and asset allocation strategies build rock-solid retirement solutions for you and your loved ones.

Everyone has different long-term needs, objectives and means. We therefore custom design every plan on a client-by-client basis. We personalize the process of building and caring for the financial plans we recommend. Our client retention rate and regular referrals are key indicators that our thorough approach adds considerable value. Here is an abbreviated list of services we offer:

Cash flow analysis (budgeting and retirement provisioning)
Asset review and estate planning
Investment advisory services and asset allocation management
Tax minimization strategies
Face-to-face portfolio reviews at least two times per year
Custom tailored reports from and communication with our experienced and client-focused team of professionals

Stephen Perrin, CFP^® is a financial planner and investment advisor you can trust. He and his company represent you, not some large institution that charges hefty management fees and often front-loads its products.

Steve's practice is fully aligned with the interests of his clients. The motivation? Coordinated Financial Planning's earnings are based on the value of the assets it manages only, a point which clearly differentiates his company from other firms that push commission-based products. He even invests in the same asset allocation model(s) he recommends to his clients.

Please e-mail his team or call 513-769-3131 to speak to Steve about a complimentary consultation, a free investment review!

Click here to access our financial overview questionnaire
(right+click > save as/save link as to save the document to your computer. You will need a PDF reader such as Adobe Acrobat© to view and print the document).

Coordinated Financial Planning's staff and affiliated service providers include Certified Financial Planners (CFP®), series 7 securities license holders, CPAs, MBAs and JDs.

Disclosure: Advisory services offered through representatives of Coordinated Financial Planning to residents of Ohio, Kentucky, Indiana and Florida.

Securities offered through Representatives of Lincoln Financial Securities, Member SIPC To residents of, AL, AZ CA, FL, GA, IA, IL, IN, KY, MA, MD, MI, MO, NC, NJ, NV, NY, OH, OK, PA, SD, TN, TX, VA, WI and WV.

Lincoln Financial Securities Corporation and their representatives do not offer tax or legal advice. Please see your personal professional regarding your individual circumstances.

IN NY, insurance may be offered through LFS Marketing & Insurance Sales Corporation. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation.

Some life insurance and annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent.

Coordinated Financial Planning is not affiliated with Lincoln Financial Securities Corporation & Lincoln National Corporation and their affiliated companies.