Learn how to create a strong investment foundation to grow your assets or to generate income. We will focus on the basic building blocks often overlooked in retirement planning. We will also explore the impact taxes and fees have on your portfolio and strategies on how to minimize their affect.
John Coleman (johnColeman@ColemanAdvisory.com) is CEO/President of Coleman Advisory, a Registered Investment Advisory (RIA) firm located in Asheville, and a Certified Financial Planner TM (CFP®). He has held several senior executive positions with major life insurance and investment firms and has experience working with clients in all aspects of the financial services industry since 1981. John is a veteran, American Legion member and former lieutenant in the United States Coast Guard (USCG).