Jolie Coffey

Office Manager
jolie.coffey@fsgfinancial.com

Jolie Coffey has 17 years of experience in the financial services industry. Born and raised in Central Ohio, Jolie earned her Bachelor of Science in business administration from Bowling Green State University.

Married with three children attending college, she lives in Van Buren, Ohio. In her free time, Jolie volunteers at her church, St. Michael The Archangel Catholic Church. She also spends time taking care of herself, including working out, which she thoroughly enjoys. Jolie says, “My kids have consumed most of my time until the last two left for college this past fall!”

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Our Services

Retirement Income Planning
Wealth Accumulation and Risk Management
RMD Planning
Wealth Management
Life Insurance Planning

It’s simply the wrong initial metric to have an arbitrary retirement number saved, like $1 million or $2 million. We believe that you must start from the end goal to begin developing your plan, assessing what your desired income will be, and knowing how you will create income from your accumulated retirement assets. That’s why our process provides a “begin with the purpose in mind approach” that helps bring objectiveness and clarity to financial decisions.

If you are getting closer to retirement, you probably have lots of questions. Questions like, “When can I retire?” “How much money will I need to have saved before I retire?” “Could I run out of money in retirement?” At Financial Strategies Group, we present you with information, alternatives, potential tax implications, and options to help you make retirement decisions and build your custom retirement income plan.

The 3 functions of money in retirement:

Income

How much money will I need every month when I retire? What tools and strategies are available to create an efficient income plan?

Liquidity

How will I access cash in the event of an emergency, or an opportunity arises that I would like to take advantage of, like a trip or a new car?

Legacy

How can I maximize the legacy to my children, grandchildren, charities, or other desired beneficiaries?

Contact Us

A consultation call with Financial Strategies Group is free, 100% confidential, and offered with no obligation. It’s simply a way for us to get acquainted and explore whether our approach is the right fit for your retirement planning needs. There’s no cost to learn more about working with a financial advisor who understands the key issues related to building a successful retirement—starting with your lifestyle goals and the monthly income you’ll need to support them. We invite you to contact us. Please fill out the form, and we’ll be in touch to talk about your retirement goals. We look forward to connecting with you.

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