Coghlan Financial Group - San Diego Financial Planners, Retirement Plans, Estate Planning, 401k Investment Goals
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We make your retirement work for you
Partners of the Coghlan Financial Group, Inc. who are financial advisors with Securities America Advisors, Inc.
Partners of the Coghlan Financial Group, Inc. who are financial advisors with Securities America Advisors, Inc. specialize in financial planning, risk management, retirement and estate planning, portfolio design, asset management services and financial goal integration. Financial planning is their primary business and they are committed to a single goal...the successful design and implementation of a financial plan which may potentially result in a bright future for their clients.
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Coghlan Financial Group, Inc
COGHLAN FINANCIAL GROUP, INC.
In response to the increasing number of corporate employees and a general lack of comprehensive retirement planning services, these advisors have assembled a retirement program to meet the specific needs of each individual. They believe that the best way to build wealth, while minimizing risk, is through long term investing in quality issues, most often characterized by successful, proven management, and a corresponding track record. Most importantly, they advocate the structuring of a client's portfolio in line with his or her pre and post retirement needs and investment planning goals, keeping in mind safety, comfort and minimizing taxes.
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SECURITIES AMERICA
Securities America, Inc. (SAI) based in Omaha, Nebraska is one of the nation's largest independent general securities broker/dealers. SAI is registered in all 50 states and the District of Columbia. SAI is a member of the Securities Investor Protection Corporation SIPC. Securities in accounts carried by National Financial Services Inc. ("NFS"), a Fidelity Investments company, are protected by the Securities Investor Protection Corporation SIPC up to $500,000 (including cash claims limited to $100,000). NFS has arranged for additional unlimited insurance protection for cash and securities to supplement its SIPC coverage. Neither coverage protects against a decline in the market value of securities.
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financial planning, risk management, retirement and estate planning, portfolio design, asset management services and financial goal integration
 
 
 
Securities offered through Securities America, Inc. A Registered Broker/Dealer Member FINRA/SIPC
Advisory services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisory Firm
Coghlan Financial Group, Inc. and the Securities America Companies are not affiliated