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Coulter Financial Advisors, Inc
financial planning, investment advisor, elder care services, long term care insurance, 529 Plan, retirement planning, securities, investments, annuities, life insurance, protecting and preserving wealth, distribution planning of wealth in the most tax advantaged way, distribution planning of wealth at death in the most tax advantaged way, charitable gifting at death, titling of assets, executor, trustee, continuity issues, descendents, asset management, minimize income tax with investments, portfolio analysis, diversification, asset allocation, disability insurance, tax sensitivity management, qualified retirement plan, IRA, corporate executive stock options, investment concentration issues, stock exercise plan, taxation issues, transferability, business succession plan, durable power of attorney, successor trustee, gifting to children, gifting to descendents, spousal continuation, estate settlement issues, trust structures, credit and leverage planning, financial independence, mutual funds, stocks, bonds, financial security, investment advisory firm, cfp, certified financial planner, elder care and elder planning, legacy, value-based investing models, long term contrarian investing, comprehensive financial planning, palm beach gardens, fl, risk and investment issues, education funding, cash flow needs analysis, income distribution planning, wealth preservation, retirement planning, incapacity or old age planning, liability protectioin, investment management, certified public accountant, accredited asset management specialist, aams, institute of certified financial planners, icfp, best financial planners in the country, branch office manager, registered principal, real estate license, B.S. in accounting, MBA, master in business degree in accounting and management, florida state university, finra, finanial industry regulatory authority, sipc, securities investor protection corporation, registered representative, securities america inc., college of wooster, ohio, variable life,
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