WebSite Design At Cole & Associates LLC, our goal is to help you attain financial peace of mind by helping you set goals and realizing your dreams. We are flexible and open minded and consider your story and situation, providing fee-only financial planning and advice for everyday life. You have the flexibility to appoint us on either a one- time, as-needed or ongoing basis. Whether you are building assets for the future, or seeking to protect, enjoy and pass on those you already have, Cole & Associates Financial Planning can help you along the way. Our services include:     Personal financial planning     Retirement planning strategies     Business consulting     Cash flow spending plan     College funding advice (Certified College Planning Specialist)     Stock option advice     Lump sum distribution advice     Estate and trust administration     Estate tax planning     Fee-based investing     Life and disability insurance needs analysis     Second opinion on investments or current financial plan     Financial seminars for military, church and civic groups     Corporate employee financial education - seminars on 401(k)s, employee benefits, etc.     Qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.) Attain Financial Peace of Mind with a CPA in Loudoun County Cole & Associates LLC    Copyright © 2011 | About Us | Contact | Privacy Policy | Sitemap