Coda Financial Group

Our Firm & Philosophy

Coda Financial Group is a local, independent financial services firm of Wealth Advisors dedicated to understanding your individual needs.

You will work hand-in-hand with your personal Wealth Advisor to identify and develop your specific goals and objectives through a customized financial planning process.

We then focus on your goals and work with all areas of your financial life, including:

  • Diversified Investment Strategies
  • Tax Planning
  • Risk Management & Insurance
  • Estate & Legacy Planning
  • Income & Expense Management

Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.

Your personal Wealth Advisor is assisted by an experienced financial services team.  You will enjoy the confidence that comes from knowing that you are working with a team of professionals who are committed to your financial success.

Diversified Investment Strategies

Our institutional approach to investing begins with a focus on each client and their individual objectives and circumstances, including:

  • Overall Expectations
  • Risk Preference
  • Time Horizon
  • Income Goals
  • Liquidity Needs
  • Tax Status

We encourage diversification to help enhance risk-adjusted returns and careful consideration is given to the weightings among different investment classes, sectors, and industries.  Additionally, our investment choices provide each client with a variety of asset types, market capitalization and strategies.

We strive to create the appropriate blend of investment elements to help create growth opportunity in line with your goals and needs, and to identify suitable financial programs for the overall portfolio.

Diversification helps you spread risk throughout your portfolio, so investments that do poorly may be balanced by others that do relatively better. Neither diversification nor rebalancing can ensure a profit or protect against a loss.

Tax Planning

Our advisors will work with your existing tax advisor to develop and implement strategies, which may allow you to pay less in income taxes:

  • Restructuring your portfolio to potentially produce a higher after-tax return
  • Shifting income to dependents in a lower tax bracket
  • Maximizing qualified plan and IRA contributions
  • Identifying deductions that apply to your small business

Are you currently searching for a qualified tax advisor?  We can help - we're happy to introduce you to a number of experienced, qualified tax advisors who are part of our Professional Network.

Risk Management & Insurance

Evaluating your non-investment risks help to ensure that the unexpected does not put a halt on your future plans.  Through the appropriate use of insurance, we are better able to safeguard your family's future and provide valuable contingency planning.

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance
  • Guaranteed Features offered by certain Investment Programs

Estate Planning

Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways to preserve and protect your estate while you are alive.  It also may help lowering taxes, while providing for your family and leaving a legacy for your future generations.

We provide access to comprehensive trust services customized to meet your individual needs.  From Revocable Trusts, Charitable Remainder Trusts, Family Foundations and Irrevocable Life Insurance Trusts; estate planning helps provide for your families future and ensures your legacy.

Business Planning

Our advisors will consult with you to evaluate or establish employee retirement plans, executive compensation programs and business buy-sell strategies.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

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