Ed Cole is an investment professional with over 25 years experience. He specializes in helping high net worth individuals with retirement planning.
Ed graduated in 1981 from Brigham Young University wih a degree in financial planning. He began his career immediately after graduation with Allied Insurance in Des Moines, Iowa. At that time, Allied Insurance was starting a new division promoting financial planning. During that time, he earned his CFP® certification, series 7 securities registration and investment advisor registrations.
In 1984, Ed started his own financial planning business in Des Moines, Iowa. After earning an endorsement from the Iowa Medical Association, He traveled the state of Iowa giving seminars to Physicians. It was during that time he became familiar, first hand, with the struggles physicians were having as small business owners, investors, and trying to plan for the future. In 1986, Ed and his wife Sherry and their two small children moved back to Provo, Utah. As he started to grow his business in Utah, he continued to meet with his Iowa clients quarterly, which he continues to do to this day. He currently has clients in Utah, Iowa, Arizona, Idaho, Montana, and California.
Ed believes we live in a new investment environment where market volatility is increasing and with greater frequency. As a result, investors are seeking more advanced risk management strategies to address this volatility and restore confidence in their investment plan. By analyzing your portfolio's relationship with volatility, he feels we can gain a better understanding of how it is likely to respond when volatility spikes. With this important data, he seeks to construct portfolios that deliver a smoother, more consistent return profile.
Please watch the short video that explains the personal website we set up for your use as a client of Cole Financial Advisors Click Here
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Calculating your potential Social Security benefit is a three-step process.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Learn a little about worldwide currency in this fun infographic
Is your estate in order? This short quiz may help you assess your overall strategy.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
$1 million in a diversified portfolio could help finance part of your retirement.
What if instead of buying that vacation home, you invested the money?
If you died, what would happen to your email archives, social profiles and online accounts?
Making the most of surprises is a great reason to work with us.
Here’s a crash course on saving for college.