Aaron Coates CFP®

Elkhart, Indiana, United States Contact Info
652 followers 500+ connections

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Relevant Financial Advisors LLC

About

Although Aaron grew up in, and has always practiced in Michiana, he has earned greater…

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Experience & Education

  • Relevant Financial Advisors LLC

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Licenses & Certifications

  • CERTIFIED FINANCIAL PLANNER™ professional

    Certified Financial Planner Board of Standards, Inc.

    Issued Expires
    Credential ID 064348

Publications

  • Tools & Techniques of Retirement Income Planning

    The National Underwriter Company

    Tools & Techniques of Retirement Income Planning addresses the emerging need to satisfy clients’ perceived and actual security—based on psychological and behavioral finance issues. Specialized practitioners will understand defining/reducing risk, stochastic modeling and income planning research, as well as future trends facing Baby Boomer retirement. Discover how to develop custom models targeted at replacing the stability of a regular monthly paycheck while controlling withdrawals.

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