Business Details
43 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
Coordinated Financial Planning has been dedicated to providing comprehensive financial advisory services since 1983. Our firm operates as a fee-only registered investment adviser, prioritizing our clients' interests by aligning our success with the growth and protection of their assets. We specialize in retirement planning, education funding, investment selection, estate planning, tax planning, and wealth management, ensuring a holistic approach to financial security.With over 40 years of experience, we maintain a fiduciary standard, working closely with external accountants, legal teams, and custodians like Charles Schwab to deliver tailored solutions. Our commitment to transparency, client education, and long-term relationships underscores every decision we make.
Services
Financial Planning
Asset Management
Tax Planning
Estate Planning
Insurance Assistance
Details
- Year established: 1983
Highlights and features
- We have over 40 years of experience in fiduciary financial advisory services.
- Our fee-only structure ensures no conflicts of interest in investment recommendations.
- Client assets are protected with SIPC insurance and additional coverage through Lloyd's of London.
- We collaborate with tax and legal professionals to provide holistic financial solutions.
- Quarterly asset management fees start at 1%, below industry averages.
Services
Financial Planning
We develop comprehensive financial plans addressing retirement, education funding, and estate planning. Our fiduciary approach ensures recommendations align with client goals while maintaining tax efficiency. Clients receive ongoing adjustments to adapt to changing life circumstances.
Asset Management
Active management of investment portfolios with risk-based asset allocation. We monitor market conditions and rebalance holdings to maintain strategic objectives. Quarterly fee structure ensures transparent, cost-effective service for accounts over $200,000.
Tax Planning
Collaborative tax planning with external CPAs to minimize liabilities. We focus on tax-efficient investment strategies and retirement account management. Services include tax-loss harvesting and income distribution optimization.
Estate Planning
Coordination with legal professionals for estate documents and trust implementation. We address survivor benefits, charitable giving, and intergenerational wealth transfer while maintaining compliance with evolving regulations.
Insurance Assistance
Guidance on life and long-term care insurance needs without commission-based sales. We evaluate coverage requirements and collaborate with independent agents to secure appropriate policies for clients.
People
Stephen Perrin Jr.
President
President with 32+ years of experience, leading since 2023. Carries on family legacy of fiduciary financial advising established in 1983.
Matthew Beamer
Senior Plan Designer
Certified Financial Planner with 28+ years in industry. Specializes in creating customized financial strategies for high-net-worth clients since 1996.
Beth Benz
Director of Admin Services
28+ years of administrative leadership. Manages operational efficiency and client service protocols since joining in 1999.
Kevin Barto
Client Services
Certified Financial Planner with responsibility for client onboarding and ongoing relationship management. Joined team in 2021 with prior industry experience.
Questions
What services do you offer?
We provide financial planning, asset management, tax planning, estate planning, and insurance guidance while maintaining a fiduciary standard.
How are your fees structured?
Quarterly fees start at 1% annually for accounts $200,000–$1M, with volume discounts for larger portfolios.
How do you protect client assets?
Assets are held at Charles Schwab with SIPC insurance up to $500,000 and additional coverage through Lloyd's of London.
Do you accept small accounts?
We require a minimum of $200,000 in investable assets to ensure cost-effective service delivery.
Are you legally required to act in my best interest?
Yes, as a Registered Investment Adviser, we operate under strict fiduciary obligations to prioritize client interests.
