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COORDINATED PLANNING

20507 Nicholas Circle, Suite 108

Elkhorn, NE 68022

Mail: info@coordplan.com

Tel: 402-682-8770

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Disaster Recovery Disclosure

Securities offered through Valmark Securities, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Adviser. Coordinated Planning is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Please review the Customer Relationship Summary (Form CRS Link)

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