Coghlan Financial Group - San Diego Financial Planners, Retirement Plans, Estate Planning, 401k Investment Goals
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Retirement Planning Services For Lump-Sum Recipients

In order to keep our clients, and potential clients informed, we provide a variety of complimentary services. Listed below are a few samples of such services.

• Seminars - We offer seminars on Retirement Planning, Strategies for Investing Lump Sum Distributions, Tax Advantaged Investments, Estate Planning, Home Mortgages and Equity Lines of Credit, Health and Life Insurance, and Long Term Care Insurance at convenient times and locations in your area.

• Monthly Account Statement - Client Monthly statements provided for Securities America brokerage accounts and Securities America Advisors fee based accounts support the critical components of successful portfolio management-including special profit/loss features and assets allocation features that make it easier for you to see your strategies at work and to monitor your tax planning.

• Client Online Access - This service is designed to utilize technology to strengthen the connection between you and The Coghlan Financial Group, Inc. to further achieve your financial goals. You can send messages, via e-mail, at any hour of the day removing the constraints of more traditional means of communication. You can view your account information 24 hours a day, seven days a week.
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• Asset Allocation Analysis - This specialized investment proposal provided by CFG partners who are financial advisors with Securities America Advisors, Inc. will illustrate our conservative investment philosophy and demonstrate what investments will be used to generate your desired income once you have left the company.

• Personal Appointments - Meetings can be arranged to discuss questions regarding your retirement status on an individual basis. Please call the Coghlan Financial Group, Inc. at (858) 550-3960 or (800) 884-5121.
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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