About Us

The better way to financial success. security. freedom.

Coordinated Financial Planning is directly engaged in supporting your planning objectives, including: retirement, education funding, investment selection, estate planning, tax planning, survivor benefit options, charitable giving, and wealth management.

Our Story

Coordinated Financial Planning was incorporated in 1983 and subsequently registered with the Securities and Exchange Commission. We have enjoyed over 40 years as an advisor to our clients. Coordinated Financial Planning clients can be assured of our continued stability and their family's continued long-term relationship with us. Steve Jr. has been the President of Coordinated Financial Planning since 2023. Steve Jr. has been with the business for more than 32 years. 

Coordinated Financial Planning has hired and teamed up with knowledgeable and experienced professionals. We currently have more than $200,000,000 in assets under management. We strive to forge long-term relationships with all of our clients.

We can also assist clients in obtaining life insurance as well as long term care insurance. We are not insurance agents and do not sell insurance. We also work closely with an estate planning focused legal team to ensure our clients have all end of life wants and needs satisfied. Coordinated Financial Planning works closely with outside accountants to help our clients receive tax planning and preparation from skilled professionals. Our planning system aims to ensure all aspects of our clients financial house are satisfied while maintaining our fiduciary standard.

Coordinated Financial Planning is an independent adviser with most assets in the custody of Charles Schwab. Charles Schwab provides our clients with SIPC insurance on each brokerage account up to $500,000 and has insurance through Lloyd's of London for additional protection up to $600 million. We are constantly striving to provide top-notch financial advice and protection.

Give us a call to hear more about our risk management techniques, asset allocation procedures, and other financial services.