Cole Financial Planning

Cole Financial Planning is a fee-only investment advisory firm based in Birmingham, Alabama, offering personalized financial planning and investment services across several states, including Florida, Louisiana, and Texas. The firm emphasizes the importance of client privacy and conducts thorough, confidential financial assessments to help clients achieve their financial goals.

Led by Principal Scott D. Cole, CFP, the firm provides investment advisory services with a commitment to transparency and integrity, ensuring that all information shared with clients is handled with the utmost confidentiality. Cole Financial Planning also prioritizes client relationships by offering virtual meetings to accommodate clients nationwide.

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