Broker Check

4 Pillars of Cola Wealth Advisors


  • Investment selection and management
  • Retirement/Income planning
  • Expense analysis
  • Risk management
  • 401k management and advisory services
  • Asset allocation

Insurance Needs

  • Life insurance (Term, Whole, Hybrid, etc)
  • Long term care
  • Annuities (Fixed and Indexed)

Estate Planning

  • Insurance as an estate planning tool
  • Beneficiaries (Wills, Trust, TODS, etc)
  • Business succession planning
  • Charitable gifting to manage unified credit limits

Tax Planning

  • Donor advised funds (DAF)
  • Gifting strategies
  • Tax efficient investing/portfolios
  • Roth IRA/ROTH conversion strategies
  • Tactical income planning. Do you know how to structure your income in retirement to maximize tax advantages?

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