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ColeFP and Wealth Managment, Inc.
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☎ (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
 
Newsletter, Taxes, Video Scott Cole 1/26/24 Newsletter, Taxes, Video Scott Cole 1/26/24

Tax Prepartion Time- 4 Things to Remember

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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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Little and Often
Newsletter, Personal Finance, Psychology of Money Scott Cole 1/23/21 Newsletter, Personal Finance, Psychology of Money Scott Cole 1/23/21

Little and Often

Life seems to happen so fast, we dismiss the value of being slow.

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Investing Under the Influence
Behavioral Finance, Newsletter, Personal Scott Cole 8/29/20 Behavioral Finance, Newsletter, Personal Scott Cole 8/29/20

Investing Under the Influence

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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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Sometimes you can wait to open your statements
Newsletter, Psychology of Money Scott Cole 3/29/20 Newsletter, Psychology of Money Scott Cole 3/29/20

Sometimes you can wait to open your statements

There is a unique weariness to waiting.

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US Interstate I-20/59 and the Surprises of Life
Planning, Newsletter, Media Scott Cole 1/24/20 Planning, Newsletter, Media Scott Cole 1/24/20

US Interstate I-20/59 and the Surprises of Life

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Why even advisors need advisors
Investments, Newsletter, Behavioral Finance Scott Cole 2/1/19 Investments, Newsletter, Behavioral Finance Scott Cole 2/1/19

Why even advisors need advisors

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Thanks Living
Newsletter, Media, Psychology of Money Scott Cole 11/21/18 Newsletter, Media, Psychology of Money Scott Cole 11/21/18

Thanks Living

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S&P enters a correction, what now?
Behavioral Finance, Newsletter, Saving and Investing Scott Cole 10/26/18 Behavioral Finance, Newsletter, Saving and Investing Scott Cole 10/26/18

S&P enters a correction, what now?

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Reading the Plum Leaves
Behavioral Finance, Investments, Newsletter Scott Cole 8/3/18 Behavioral Finance, Investments, Newsletter Scott Cole 8/3/18

Reading the Plum Leaves

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A World Cup, creating memories and financial planning
Events, Newsletter, Personal Finance, Video Scott Cole 6/16/18 Events, Newsletter, Personal Finance, Video Scott Cole 6/16/18

A World Cup, creating memories and financial planning

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I often feel out of place
Personal Finance, Newsletter, Fiduciary Scott Cole 6/12/18 Personal Finance, Newsletter, Fiduciary Scott Cole 6/12/18

I often feel out of place

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Behavioral Finance, Newsletter, Technology Scott Cole 6/1/18 Behavioral Finance, Newsletter, Technology Scott Cole 6/1/18

What the Yanny/Laurel Brush Up Teaches Us about Investing

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Newsletter, Personal Finance, Planning Scott Cole 2/2/18 Newsletter, Personal Finance, Planning Scott Cole 2/2/18

A Financial Planning Story

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Kids and Money, Newsletter, Personal Finance Scott Cole 8/5/16 Kids and Money, Newsletter, Personal Finance Scott Cole 8/5/16

Getting There Newsletter Carousel!!!

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Promotions, Newsletter Scott Cole 11/7/14 Promotions, Newsletter Scott Cole 11/7/14

ColeFP is giving away two tickets to Alabama vs Miss. State

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Newsletter, Personal Finance, Planning Scott Cole 11/3/14 Newsletter, Personal Finance, Planning Scott Cole 11/3/14

Snarky Answer to Important ?

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Newsletter Scott Cole 9/2/14 Newsletter Scott Cole 9/2/14

Back to Routine

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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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ABOUT + CONTACT
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OUR FEES
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PRIVACY + DISCLOSURE

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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