The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Are You Retirement Ready?
After years of working and saving, you now are looking forward to retirement. But putting a plan in place that is based on your life and your retirement can be a challenge. Will your income sources be enough to support the comfortable lifestyle you’ve envisioned? With our Envision planning process, we can help you develop a realistic financial picture based on your unique goals. Take the steps today to help ensure you’ll have what you need in the future. The cornerstones of our planning process include:
Client Focused Approach
The Coughlin & Chesna Financial Group’s planning process revolves around you. As a multigenerational team, with over 35 combined years of investment experience, we create customized plans and personalized risk managed portfolios to help build, grow, manage and protect your wealth, so you can enjoy your retirement. Learn More
Photo - left to right
Annette Connors, Senior Registered Client Associate - Officer
Kevin Coughlin, CRPC® RICP®, Managing Director - Investments
Joseph Chesna, Senior Vice President - Investments
Collaborative Dialogue
We are connected to our clients through community and friendship. As we work together to build your plan for the future, we direct our conversations to uncover what really matters to you and your family. Learn More
Personalized Approach
Recognizing that successfully planning is a lifetime process, we put together a personalized client service approach that meets your needs. We schedule ongoing meetings to review your plan, investment allocation, progress toward your goals and to learn about any milestones, changing life goals, and financial priorities so we can adjust your plan to stay in step with your goals. Learn More
Employer-Sponsored Retirement Plan Consulting
To help your employees make the most of their retirement plan, we provide education and support to help them achieve successful retirement outcomes. Learn More
