Securities and Advisory
Services offered through
VSR Financial Services, Inc., a Registered Investment Advisor & Member FINRA / SIPC
Coleman/Quiner is
independent of VSR
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"When you know the why, any how is possible." --Dr. Viktor Frankl
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Our practice at Coleman/Quiner Ltd. encompasses both comprehensive and single-issue planning, depending upon your individual level of interest.
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Single-issue planning can run the gamut from investment and insurance products to major acquisition counseling.
Additionally, as retirement & income strategists, our focus is:
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protecting your income stream from stock market fIuctuations while providing a hedge against inflation.
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utilizing an asset allocation approach to enhance income predictability.
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structuring income sources for optimal tax efficiency.
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positioning income sources in order to provide continuation for survivors.
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unlocking income streams from unconventional assets.
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The comprehensive approach involves a fact-gathering assignment that is then transferred onto a unique financial model for more in-depth analysis. You become involved using a "hands-on" approach, which can explore a variety of potential solutions to your particular set of circumstances.
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People often deal with a multitude of financial advisors in their lives, including accountants, bankers mortgage brokers, property/casualty agents, 401(k) reps, attorneys, life insurance agents, etc. These individuals are what we call "micro managers" -- that is, specialists in their own fields. But generally, none of these people know each other, nor do they interact on your behalf. We attempt to fill the role of "macro manager," by helping to tie all the other disciplines together.
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