At Koele Godfrey, we believe financial planning is about creating lifelong strategies, a roadmap for your life.

This means everything from financial planning and budgeting to insurance and legacy planning, as well as saving for education, retirement, and long-term care. As important as they are to financial health, looking at your investment strategies comes second to those basics. Next up: A financial “tune up,” where we look at your current picture and suggest adjustments and additional investment options that can complement what you already have. We can also help you identify if your investments carry too much risk and show you how to identify your ideal balance between risk and return.