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ColeFP and Wealth Managment, Inc.
About + Contact
Fees
Our Process
Resources
Services
Schedule an Appointment
☎ (205) 477-5118
ColeFP and Wealth Managment, Inc.
About + Contact
Fees
Our Process
Resources
Services
Schedule an Appointment
☎ (205) 477-5118
About + Contact
Fees
Our Process
Resources
Services
Schedule an Appointment
☎ (205) 477-5118
 
10 Financial Statements to Live By
Aging, Financial Planning, Goals, Newsletter, Personal, Planning, Behavioral Finance Scott Cole 4/24/21 Aging, Financial Planning, Goals, Newsletter, Personal, Planning, Behavioral Finance Scott Cole 4/24/21

10 Financial Statements to Live By

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Reader Mailbag: Is the Market Overvalued and other stuff
Investments, Newsletter, Planning, Psychology of Money, Goals Scott Cole 2/13/21 Investments, Newsletter, Planning, Psychology of Money, Goals Scott Cole 2/13/21

Reader Mailbag: Is the Market Overvalued and other stuff

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Benchmarks and the only return that matters
Goals, Investments, Newsletter, Personal, Social, Technology Scott Cole 7/4/20 Goals, Investments, Newsletter, Personal, Social, Technology Scott Cole 7/4/20

Benchmarks and the only return that matters

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Work Hard, Be Kind and Make Choices….Repeat
Kids and Money, Goals, Social, Technology Scott Cole 5/30/20 Kids and Money, Goals, Social, Technology Scott Cole 5/30/20

Work Hard, Be Kind and Make Choices….Repeat

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My CFP® Journey - A personal story
Personal, Financial Planning, Goals Guest User 11/12/18 Personal, Financial Planning, Goals Guest User 11/12/18

My CFP® Journey - A personal story

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ColeFP and Wealth Management, Inc.

Birmingham, AL
Madison, AL
Sarasota, FL
P. 205.477.5118
P. 256-617-7189

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ColeFP is a registered investment adviser in the states of Alabama, Florida, Louisiana, and Texas and is able to offer advisory services in these states plus other via exemption. We meet clients virtually throughout the country.

 

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