Empowering Your Financial Future: Working Toward a Secure Retirement with Coe Financial GroupAt Coe Financial Group, we understand that retirement is a significant milestone, and we're committed to helping ensure you have the financial security to enjoy this well-deserved phase of life. Our experienced retirement income planners work closely with you to develop a personalized plan that aligns with your goals and aspirations.Your Trusted Guide to Financial Well-beingJust as you consult a doctor for your health, a financial adviser serves as a trusted guide to navigate your financial journey. We provide comprehensive financial planning services, helping you:Establish Clear Financial Goals: Define your retirement vision and set tangible objectives to achieve it.Gain a Holistic Financial Perspective: We'll consolidate your financial information, providing a clear understanding of your overall financial standing.Craft Personalized Investment Strategies: We'll tailor investment strategies that align with your risk tolerance and time horizon.Unleash the Power of Personalized PlanningOur approach to retirement planning goes beyond mere numbers and spreadsheets. We strive to understand your unique circumstances, values, and aspirations, ensuring that your financial plan reflects your true priorities.Partner with us and together, we can work toward a Secure RetirementWith Coe Financial Group by your side, you can embark on your retirement with confidence, knowing that your financial future is in capable hands. Contact us today to schedule a consultation and discover how we can help you work toward achieving your retirement dreams.Registered Representatives offering securities through Cetera Advisers LLC a registered broker/dealer, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera entities are under separate ownership from any other named entity.www.coefinancial.com

The Representative Advisory Council (RAC) ensures that the perspective and needs of the firm’s financial advisors are considered when decisions are made that could impact the business of the adviserThe Representative Advisory Council (RAC) acts in several capacities to Cetera Advisors and includes:Ensuring that the perspective and needs of the firm’s financial advisors are considered when decisions are made that could impact the business of the adviserActing as a liaison between financial advisors and managementAiding in technological and procedural transitions

www.chadcoeauctioneer.comAs a Charity Auctioneer, Chad Coe has a gift for creating an atmosphere for enthusiastic giving. He energizes audiences at galas and fundraisers. His presence results in entertaining, profitable events for the organizers. Chad has become a specialist in Fundraising Benefit Auctions having raised millions for charitable organizations.Some of the charities we have worked with. Beyond Sports FoundationNew DirectionsUChicago Medicine, Caring Cetera, Resources for Community Living, Glasa, St. Bede AcademyMusic Matters - Ravinia, Champions Banquet, The Leukemia & Lymphoma Society, Tennis Opportunity Program. JCFS, Wear Blue: Run To Remember, Catholic Charities Golf, Advocate Aurora HealthElyssa’s Mission, Heartland Health Centers, Project Syncere, Catholic Charities GalaSt. Michael In Old Town, Susan G Komen, Boys and Girls Club, The ShelterA Safe Haven, Rogers Park Montessori, NAMI, Park District of Highland Park Waldorf School, USTA Foundation, Reading Power, Chabad, Foundation Fighting Blindness, The House of the Good SHepherd, Keshet, Paramount Theatre, Brotherhood for the Fallen, Turning Pointe, Hadassa, CJE, Black Ensemble Theatre, Special Kids Network, Northbrook Rotary, BJBE, Cystic Fibrosis, Spark Ventures, Career Place,

www.chadcoespeaker.comChad Coe is a revered, charismatic, and powerful keynote speaker on the dynamics of human interaction. In his book, "The Power of Peopletizing," Chad chronicles his rise to prominence in the financial services industry and credits his ability to forge meaningful relationships as the key to his success. He shares a valuable perspective with his readers that they can favorably shape their destinies by focusing on the basic principles known as "peopletizing." He has also helped many charities raise millions of dollars with his auctioneering expertise! Chad's new book The Confident Leader has been extremely well received.

www.mastermindconnections.com I believe that collaboration with like minded peers holds the key to job transition success.That is why I established MasterMind Connections as a unique resource for Chicago area Senior Executives seeking a successful transition to their next career opportunity. Through collaboration and connection, our MasterMind format provides a proven alternative and supplemental approach to outplacement services.I help enhance peoples lives dramatically, by helping the members of the group reach their goals and dreams faster than if they work alone. The Mastermind Groups created and facilitate helps people focus on their goals. Whether it is enhancing a career, getting a new career, or just making a difference in the world.

Chad campaigned actively to become the Mayor of the Chicago Suburb of Deerfield, Illinois. His platform remains visible and viable.

Family owned accounting firm. Worked with over 200 companies managing their financials and taxes.