Sean Coen
Retirement Planning and Asset Management for Individuals and Small Business Owners.
Sean Coen · Clive, Iowa
Is this you, Sean?
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About
Our firm focuses on building meaningful financial plans and strategies that help you enjoy your hard earned funds now and when you are ready to retire. We start with getting to know you and your personal needs. We build a plan to focus on how to direct funds in pre-retirement to have better outcomes in retirement. We manage assets as your fiduciary and build our investment profile in a diverse intentional approach so that you are comfortable with the level of risk and expected returns.
Our firm is a full service firm that takes pride in building lasting relationships with the entire family unit. We help offer education and planning for your beneficiaries to help them get started on their financial journey.
The question we answer most often is "What do I need to save to retire." If you are asking that question today give me a call and we can help provide more clarity on what is healthy given your personal needs and aspirations.
Who they serve
- High earners
- HENRY (high earner, not rich yet)
- Founders
- Pre-retirees
- Early-career professionals
- Retirees
- Multi-generational families
Services
- 401(k) & IRA Management
- Asset Allocation
- Education Planning
- Cash Flow Planning
- College/Education Planning
- Family Wealth Transfer
- Financial Planning
- Investment Management
- Retirement Planning
- Wealth Management
- Alternative Investments
- Family Office Services
- Life Transition Planning
- Pension Planning
- Portfolio Management
- Risk Management
Structured record
| Name | Sean Coen |
|---|---|
| Firm | Sean Coen |
| Location | Clive, Iowa |
| Fee model | Percentage of Assets (AUM) |
| AUM | $100M - $500M |
| Founded | 2022 |
| Firm size | 2 - 5 employees |
| Affiliation | Broker-Dealer Only |
| Designations | Series 66 · Series 7 · Other |
| Investment approach | Blend of both |
| Website | https://www.raymondjames.com/mainwealthmanagement/about-us/bio |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Pension planning