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Financial Planning
Reach Your Financial Goals
With The Right
Help
Hiring the right financial adviser empowers you to manage your finances and achieve your goals. COF financial advisors, as fiduciaries and fee-only professionals, specialize in wealth and tax planning to help you optimize your assets and secure a prosperous future.
Financial planning can be daunting. It helps to understand where to start the process. COF advisors believe planning for the future begins with a detailed understanding of your current financial situation.
How COF Advisors Can Help
Financial Planning Evaluation
We can assess your progress towards your goals. As a registered investment adviser, COF prioritizes your best interests and aims for your success.
We offer personalized financial planning to prepare you for the future. A solid financial plan serves as a blueprint, helping you save, invest wisely, and manage resources to bless others and honor the Lord.
Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. (“Schwab”), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. (“CSIM”). Church Organizers Foundation is not owned by, affiliated with, or supervised by Schwab.
