Health and Life

• Life Insurance
  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.
• Long Term Care