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
Helpful Content
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
View all articles 
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
View all calculators 
Rightsizing for Retirement
What does your home really cost?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
