Become a Titan in Your Retirement Future
Helping you feel confident in reaching your investment, financial and insurance needs.
We Take the Guesswork Out of Finances
At Coeus Financial, we specialize in helping clients address their investment, financial and insurance needs through customized strategies designed for their specific goals. We don’t deal in guesswork, emotion or whims. Our work is always based on data, research and scientific methodology so you have the best information to make the best financial decisions for your situation.
Why do we call ourselves Coeus? In Greek mythology, Coeus was a Titan, the son of the primordial deities of Heaven and Earth. His name means questioning. We relate to Coeus because we are always questioning. By asking the right questions, we can drill down to get to the right strategies for our clients as we work together to achieve their lifetime financial goals. With Coeus Financial, you have a titan in your corner.
We have been serving individuals, families, business owners, near-retirees and retirees in California and beyond since 2013. We are ready to serve you too.
Titan-Level Planning & Services
When you partner with us, we strive to be a one-stop shop for all for all your financial, investment and insurance needs. We offer holistic planning that encompasses accumulation, growth, management and protection of your assets. All services are customized and based on the unique needs and situation of each individual client. Key services offered by our firm include:
Investment Management
401(k) Rollover & Roth IRA Strategies
Retirement Income Planning
Estate Preservation
Wealth Management
Insurance Strategies
Tax Mitigation
Social Security Maximization
Financial Planning
5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster
Download your complimentary copy to learn how you can take your retirement strategy from flop to blockbuster with these simple strategies.
We Make Progress Through Process
When we work with our clients, we make Progress Through Process. When there is a solid process in place with an end-goal in mind, the chances of success greatly improve. We are all about championing financial and retirement success for our clients and do so through our tried-and-true COEUS process.
Communicating
We get to know you and your goals.
Objectives
We solidify your financial and retirement objectives.
Evaluating
We evaluate current and new strategies.
Utilizing
We utilize all the resources to achieve your goals.
Strategies
We put strategies in place and monitor over time.
Are You Ready to Take the Next Step in Your Retirement Future?
Schedule a 30-minute complimentary consultation to discuss how we can help you take the steps to developing an outline for your retirement income.
Ready to become a titan in your retirement future?
Interested in learning more about how we can help navigate the journey toward your retirement dreams? Contact us to schedule a complimentary, no-obligation consultation.
Fields marked with an * are required
Short Form
Address:
1901 S. Bascom Ave.
Suite 1150
Campbell, CA 95008
Phone:
Investment advisory services are offered through Entrust Investment Services a registered investment adviser offering advisory services in the State of California and other jurisdictions where registered or exempted. Coeus Financial and Entrust Investment Services are unaffiliated. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted.
Licensed Insurance Professional. CA #0I46555
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency. 22903 - 2023/4/21
