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Cole Financial Consulting, LLC

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Cole Financial Consulting, LLC

Overview:

Cole Financial Consulting will guide you to making better decisions, while answering such questions as:

   * What financial changes can I make to reach my personal goals sooner?
   * Are my investments appropriate for me?
   * How and when should we rebalance our investment portfolio?
   * How much money will I need to enjoy my retirement?
   * I just retired, now what?
   * Am I saving the right amount at this stage of my life?
   * I've been laid off; what should I do with my 401(k) rollover?
   * What risks should we insure against?
   * Help! Our life insurance policies and annuities are a mystery to me.
   * I have a small business; how do I analyze its financial results?
   * Can I afford to stay at home to raise our children?
   * I've inherited some money; what should I do with it?
   * How can we avoid making another costly mistake?
   * Should we make any changes to our estate plans?

Cole Financial Consulting, LLC welcomes clients regardless of age, income, assets, or level of financial experience. We believe everyone deserves access to affordable, competent and objective advice from a trusted financial professional. Our aim is to enable you to maximize the benefits of your financial resources, whatever they may be. We offer you a complimentary, no-obligation, “get-acquainted” meeting, which can be conducted in person or over the phone.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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