Coordinated Financial Services, Inc.

(217) 356-5575
1701 South Prospect Avenue, Champaign, Illinois, 61820

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.

Reviews


No reviews yet. Be the first to write a review!

Is this your business?

Verify your business across the web

Featured businesses