Here's How To Semi-Retire In 5 Steps
- Forbes
Semi-retirement is a powerful strategy to help you enjoy life while improving your financial security. Here's how to semi-retire in 5 easy steps!
For the Investor Who Values Time and Choice
What more can we do for you?
People-First and Built on Trust
Our mission is to create long-term value for you through the careful, holistic stewardship of your wealth. We understand that a one-size-fits-all approach to investing and financial planning isn’t the best way to bring about lasting wealth. That’s why ColemanJohns Group offers a specialized continuum of personalized services - For estates with significant wealth to investors just getting started - designed to meet your unique needs. A liberating experience beyond wealth is possible. We’re here to help.
ColemanJohns Group proudly serves the unique needs of the LGBTQ+ community and allies who believe that true wealth means living a liberated life, where constraints are replaced with an array of choice. Our philosophy is fundamental and research driven, embracing an intimate, unbiased and intelligent focus on what matters most: Understanding You.
When acting as fiduciaries, we are committed to serving your best interest and will do everything we can to help you meet your financial goals. To find out what we can do for you, your family, and your business, contact us for a complimentary and personal consultation.
Meet with Our FounderColemanJohns Group proudly serves the unique needs of the LGBTQ+ community and allies who believe that true wealth means living a liberated life, where constraints are replaced with an array of choice. Our philosophy is fundamental and research driven, embracing an intimate, unbiased and intelligent focus on what matters most: Understanding You.
When acting as fiduciaries, we are committed to serving your best interest and will do everything we can to help you meet your financial goals. To find out what we can do for you, your family, and your business, contact us for a complimentary and personal consultation.
Knowledge for Seeing Above the Noise
Pursuit of Understanding and Confidence
How to learn from your missed investment opportunities
- Financial Times
Loss aversion is a useful explanation for many investment sins of omission. It gives us a framework to diagnose and hopefully reduce our biases as we ponder them in The Tavern of Missed Opportunities.
How Financial Independence Transforms Women’s Lives
- Forbes
As more women achieve financial independence, the collective effect on society is transformative. Studies show that when women control financial resources, they are more likely to invest in education, healthcare, and community development, leading to stronger, more resilient communities.
Businesses change over time — here’s how investors can capitalise
- Financial Times
Companies often evolve through restructuring. As investors, we have to be on top of the detail.
Video: U.S. Election Sweep, No Sweep Matters a Lot for Bonds
- Bloomberg
Bank of America Director of US Rates Strategy Meghan Swiber says a US election sweep, or no sweep matters a lot for markets.
Comprehensive and Holistic Advocates
For People Who Value Results Beyond Wealth
For high-net worth families, the enhanced model of private wealth has become the experienced Financial Advisor who is able to guide them as they navigate the complex decisions required to manage wealth. We take the label “Financial Advisor” seriously as one who can be trusted to combine an understanding of the capital markets with an awareness of unique situations in life and to bring to the relationship the ability to anticipate a client's needs as they move from one stage of life to another. Our clients seek a Financial Advisor who looks at the big picture, the world, and the universe of resources available to deliver what they need when they need it.
Empowering families and investors is our top priority. It’s not about any single accomplishment. It is about the cycle of endless refinement and continuous improvement. Ultimately, it is our commitment to the process that most determines progress.
An Endowment Approach to Wealth Management
Discover Planning at its Best
We are a firm dedicated to establishing long-term relationships based on personalized service and a thoughtful deliberate approach to planning. In short, when you work with us, your financial well-being will be at the forefront of everything we do – exactly as it should be.
· Investment Planning
· Income Tax Planning
· Retirement Planning
· Estate Planning
· Risk Planning
· Asset Management
· Investment Planning
· Income Tax Planning
· Retirement Planning
· Estate Planning
· Risk Planning
· Asset Management
ADVANCING YOUR
Financial Pursuits
Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.
- Discover your goals, roadblocks, and other considerations.
- Analyze your current financials to identify strengths, weakness, and opportunities.
- Advise you on a tailored plan that pinpoints your financial needs and goals.
- Implement your financial plan and investment strategy.
- Monitor your plan and portfolio and adjust as necessary.