Lifetime Retirement Income Planning

So you can focus on what matters most.

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Replace Current Income | Invest Smart | Reduce Taxes     

Life is too short to worry about retirement

You've worked hard to built your wealth. Now put it to work for you.

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Start Your Lifetime Income Plan

Replace Current Income

Invest Smart 

Reduce Taxes

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Everyone deserves a custom plan (and planner) that answers your essential retirement questions.

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Together, we'll put a plan in place featuring:

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  • Dynamic Retirement Income Planning

  • Tax-Smart Distribution Planning

  • Intelligent Longevity Planning

  • Social Security Optimization

  • Ongoing Plan Monitoring

 

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Schedule a Conversation

COEN Investments, LLC
Vancouver, Washington
(360) 605-0411
rick@coeninvestments.com

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Coen Investments, LLC is a registered investment adviser in the state of Washington. The Adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.