Coordinated Financial Services, Inc.
About us
Many people believe that they can create a successful financial plan by using mathematical calculations to meet their stated future needs and goals. First, they calculate how much money will be needed in the future. Second, they subtract what they already have. Third, they plug in a rate of return by assessing their risk tolerance, and fourth, they calculate how much money they need to put into the plan annually to make up for the deficiency. Although the plan may look good, wrapped in a glossy cover with many bar or pie charts, the novice eye will not be able to see the flaws or understand why the plan in all likelihood cannot work.
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1807 South Neil Street, Champaign, Illinois, 61820
(309) 663-0633
35 East Marketview Drive, , Champaign, Illinois, 61820
(217) 559-8851
2003 Round Barn Road, Suite C, Champaign, Illinois, 61821
(217) 954-1905