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HELPING CLIENTS INVEST IN THEIR FINANCIAL DREAMS

HELPING CLIENTS INVEST IN THEIR FINANCIAL DREAMS

Our goal at Coonrod Financial Group is to guide you in defining your goals. We have a passion for value based financial planning and wealth management. We treat our clients like they are our extended family. Because every situation is unique, we strive to provide a personalized level of service to each of our clients. Our mission is to help our clients make well informed decisions that will lead to a more fulfilling and secure life in retirement, a solid plan for their children's education, guidance in starting a new business, tax planning, or whatever other goals may present themselves in our discovery process and throughout life. A wise person once said, "In life, you have to realize what your strengths are and where your time is best spent. For those areas where your time or expertise is not best spent, there are people for that." When it comes to the complexities of the financial world, we are those people, and we are here to help you spend your time and energy in areas that are important to you. We take great pride in being advocates for our clients and seeing them work through the financial maze of life, heading towards the finish line of their life goals. We look forward to working with you and building a long term relationship, as you move through life's many chapters. 

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Services

Our Services

Our team of experienced professionals is here to provide you with a broad array of financial services.

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ARE YOU RETIREMENT READY?

ARE YOU RETIREMENT READY?

Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.

At Coonrod Financial Group, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.

Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.

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Our Approach

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.