Business Details
Your Trusted Partner for Financial Success
Coordinated Plan has dedicated nearly three decades to empowering clients through comprehensive financial planning. Our multigenerational team of professionals specializes in crafting personalized strategies that address wealth management, estate planning, and retirement solutions. We prioritize a client-centered approach, combining active listening with tailored guidance to align financial plans with individual goals. Our services span investment management, insurance strategies, business succession planning, and multigenerational wealth transfer, ensuring clients maintain control over their financial futures. With a focus on collaboration, we work alongside tax and legal advisors to deliver holistic solutions.Our commitment to exceptional service is reflected in our white-glove customer support model, emphasizing timely follow-up and ethical practices. Backed by strategic partnerships with industry leaders like Valmark Securities, we provide access to premier financial products and expertise. Recognized for fostering long-term relationships, we serve business owners and high-net-worth families, helping them navigate complex financial landscapes. Our philosophy centers on education, transparency, and proactive planning to address evolving needs. For nearly 30 years, we have remained steadfast in our mission: transforming financial aspirations into achievable realities through coordinated, personalized planning.
Services
Wealth Planning
Investment Management
Estate Planning
Business Succession
Retirement Strategies
Insurance Solutions
Tax Planning
Family Office Services
Asset Protection
Financial Education
Highlights and features
- We offer 30 years of experience in multigenerational financial planning.
- Our team includes certified professionals with expertise in wealth transfer strategies.
- We provide personalized attention through a client-centered planning process.
- Our partnerships with CPAs and legal advisors ensure comprehensive solutions.
- We maintain transparency and ethical standards in all client interactions.
Associations and certifications
- FINRA
- SIPC
- SEC Registered Investment Advisor
Services
Multigenerational Wealth Planning
Our multigenerational wealth planning addresses retirement, inheritance, and asset protection across family generations. We help clients create sustainable income streams while minimizing tax burdens and ensuring financial literacy for heirs. By implementing trusts and coordinated estate strategies, we safeguard wealth from risks like divorce or long-term care costs, fostering family alignment through transparent communication and shared financial goals.
Estate Planning
Estate planning services focus on preserving and distributing assets according to client wishes. We design strategies to minimize estate taxes, update legal documents like wills and trusts, and establish guardianship plans. Our approach integrates gifting strategies and charitable planning to ensure smooth asset transitions while maintaining compliance with evolving legal requirements for comprehensive legacy protection.
Business Succession Planning
Business succession planning prepares owners for transitions due to retirement or unforeseen circumstances. We assess company value, develop buy-sell agreements, and structure tax-efficient exit plans. Our services include identifying potential successors, implementing retirement plans for key employees, and ensuring continuity through leadership development and financial safeguards.
Investment Management
Investment management tailors portfolios to client risk tolerance and financial goals. We employ tax-efficient accumulation strategies and behavioral finance insights to optimize returns. Regular reviews ensure alignment with changing market conditions, while coordinated planning integrates investment outcomes with broader wealth management objectives for long-term growth and stability.
Insurance Planning
Insurance planning evaluates life, disability, and long-term care needs to protect against financial disruptions. We quantify risks and recommend policies to cover potential income loss or medical expenses. Our strategies prevent family financial burdens by aligning coverage with estate plans and ensuring adequate safeguards for business continuity during unexpected events.
People
Randy Schuster
Managing Partner
With decades of experience, Randy Schuster leads Coordinated Plan's client-focused approach. He emphasizes long-term relationship-building and multigenerational planning. His expertise ensures clients receive strategic financial guidance tailored to evolving needs.
David Goodfellow
Financial Planner
David Goodfellow specializes in holistic financial planning, focusing on client education and industry innovation. He advocates for coordinated strategies that align with individual goals while maintaining a future-oriented perspective on financial challenges.
Kris Dussmann
Financial Planner
Kris Dussmann provides personalized financial solutions, leveraging expertise in wealth management and estate planning. He collaborates closely with clients to develop actionable plans that address both immediate needs and long-term objectives.
Robert Williams
Financial Planner
Robert Williams offers strategic financial guidance, focusing on retirement planning and business succession. His client-centric approach ensures tailored solutions that integrate tax efficiency and asset protection principles for sustainable outcomes.
David Mack
Financial Advisor
David Mack specializes in investment strategies and retirement planning, helping clients navigate complex financial decisions. His proactive approach emphasizes education and personalized support to achieve long-term financial security.
Questions
What financial planning services do you specialize in?
We specialize in multigenerational wealth planning, estate strategies, business succession, investment management, and insurance solutions tailored to high-net-worth individuals and business owners.
How does your multigenerational planning benefit families?
Our approach educates heirs, establishes trusts, and coordinates asset distribution to preserve wealth across generations while addressing tax efficiency and family communication.
Can you help with business owner financial challenges?
Yes, we address key issues like personal wealth building, key employee protection, retirement plans, and exit strategies to ensure business continuity and personal financial security.
Do you collaborate with other professionals?
We work closely with CPAs, attorneys, and insurance specialists to provide comprehensive solutions that integrate tax, legal, and risk management considerations.
How do you ensure personalized service?
Our white-glove model includes dedicated advisors, regular reviews, and customized planning processes that adapt to each client's unique financial situation and goals.
