Our Services

We are a full service advisory practice, which includes the following:

Customized Investment Planning:

  • Education Planning
  • Retirement Planning
  • 401k Analysis and Guidance
  • Estate Planning Strategies
  • Life, Disability, and Long Term Care Insurance Planning

 

Investment Management:

  • "Needs Based" Custom Portfolio Design
  • Individual Household Account Structure
  • Target Risk Asset Allocation Modeling

 

Household Performance Monitoring:

  • Quarterly Performance Reviews
  • Semi Annual Investment Plan Updates
  • Asset Allocation and Invesment Management Adjustments

 

Institutional Investment Management:

  • Public and Private Pension Plans
  • Endowments, Foundations and Trusts
  • 401k Analysis and Guidance

 

Christie|Coghlan Investment Management and Wells Fargo Advisors Financial Network do not provide tax or legal advice.  Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

 

 

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals