J. Cole Financial

Investment Planning and Advanced Retirement Strategies

Today's investment climate offers unprecedented opportunities. At J. Cole Financial, our mission is to help our clients take advantage of those opportunities by providing them with three key tools:


1. A clear understanding of their financial goals
2. A well-defined roadmap for achieving those goals
3. Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to meet both short- and long-term objectives.

On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing.
For help with your financial management, or for more information J. Cole Financial, please contact us today.
Calculators

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lease Payment

How much would your monthly lease payment be?

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Newsletters

HOT TOPIC: What's Ahead for 2009

Economists believe the U.S. economy probably entered a recession in late 2008, but a recovery could be in motion by the second quarter of 2009. What else might 2009 have in store?

The Most Important Blank

The most important document in an estate conservation strategy might not be a will or any other document a lawyer was paid to create, but rather your retirement account beneficiary form.

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

HOT TOPIC: A Bear Market History Lesson

If it feels like the sky is falling, it wouldn’t be the first time. But is the downturn that began in October 2007 all that different from bear markets of the past? Here’s a look back at the nine other bear markets that have occurred since 1950.

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