ColeFP and Wealth Managment, Inc.
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Schedule an Appointment ☎ (205) 477-5118
About + ContactFeesOur ProcessResourcesServices
ColeFP and Wealth Managment, Inc.
Schedule an Appointment☎ (205) 477-5118

DFA on Staying the Course

Behavioral Finance, Investments, Money Management, VideoScott ColeNovember 23, 2015Investing, DFAComment
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Attempting to Quantify the Value of Financial Advice

Behavioral Finance, Personal Finance, PlanningScott ColeFebruary 11, 2016advisoralpha, value, financial advice, kitces, vanguard
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Here's some neat articles I read this week

Scott ColeSeptember 18, 2015retirement, Technology, health, digital assistant, Assumptions
 

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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