Phylis Simmons's Contact Details

Phylis Simmons's Company Details

Cole Financial Planning and Wealth Management, Inc.

Birmingham, AL, US • 5 - 9 Employees
Financial Services

Cole Financial Planning and Wealth Management, Inc. empowers people to reach their financial goals by delivering professional financial planning and investment advice that are in their best interest and without the sale of products. We don't sell products, we offer solutions! Some of the types of people that work really well with Cole Financial Planning include:Pre/Post retirees seeking to move qualified assets from employer plansYoung Couples with ability and desire to accumulate assetsProfessionals needing to delegate financial and investment decisionsSingle, Divorced and Widowed individuals needing a trusted financial planner to help with their financial affairs.Families with investable assets of $300,000 or more and a desire to grow themService oriented professionals such as educators, members of the non-profit and religious communityPeople that appreciate the importance of goalsPeople who have a good sense of humor and respect the work and advice of professionalsPeople who have a hopeful, optimistic view of the futureAnd people who enthusiastically share our work with others