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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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Can I go to college on a budget?
Video, Financial Planning Guest User 1/11/19 Video, Financial Planning Guest User 1/11/19

Can I go to college on a budget?

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What is an Investment "Glidepath"?
Video Guest User 12/7/18 Video Guest User 12/7/18

What is an Investment "Glidepath"?

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What are Target Date Funds?
Video Guest User 11/16/18 Video Guest User 11/16/18

What are Target Date Funds?

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Making your kids pay for your long-term care ...
Video Guest User 10/19/18 Video Guest User 10/19/18

Making your kids pay for your long-term care ...

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Special Needs Trusts
Video Guest User 10/12/18 Video Guest User 10/12/18

Special Needs Trusts

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Can you afford that mortgage?
Video Guest User 10/5/18 Video Guest User 10/5/18

Can you afford that mortgage?

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The Costs of Investing
Video Guest User 9/28/18 Video Guest User 9/28/18

The Costs of Investing

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Mutual Funds vs ETFs
Video Guest User 9/21/18 Video Guest User 9/21/18

Mutual Funds vs ETFs

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Passive versus Active Investing
Video Guest User 9/14/18 Video Guest User 9/14/18

Passive versus Active Investing

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Should I take a lump sum or an income stream from my pension?
Video Guest User 9/7/18 Video Guest User 9/7/18

Should I take a lump sum or an income stream from my pension?

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Understanding  Long-Term Care Insurance
Video Guest User 8/31/18 Video Guest User 8/31/18

Understanding Long-Term Care Insurance

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Traditional IRA versus Roth IRA
Video Guest User 8/24/18 Video Guest User 8/24/18

Traditional IRA versus Roth IRA

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What is a Living Trust?
Video Guest User 8/17/18 Video Guest User 8/17/18

What is a Living Trust?

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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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Promotions, Video Scott Cole 1/25/17 Promotions, Video Scott Cole 1/25/17

Who is on your team?

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Money Management, Video Scott Cole 8/10/16 Money Management, Video Scott Cole 8/10/16

Dimensional Fund Advisors on Independent Advice

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Behavioral Finance, Investments, Money Management, Video Scott Cole 11/23/15 Behavioral Finance, Investments, Money Management, Video Scott Cole 11/23/15

DFA on Staying the Course

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Promotions, Video Scott Cole 11/13/14 Promotions, Video Scott Cole 11/13/14

Somebody just won two tickets to see a top 5 college football matchup!

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Video, Planning Scott Cole 9/17/14 Video, Planning Scott Cole 9/17/14

Congrats to Luke Hanson!

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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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