Coeus Financial
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We have the right tools for the job.
And we’re going to share some of them with you.

Here, you’ll find a variety of calculators, videos, and articles to help you plan and estimate your retirement income. As always, reach out to us if you have any concerns or questions—we’re here for you every step of the way and want to be a resource for you!
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Calculators

Sequence of Returns Calculator
Retirement Income calculator
life insurance calculator
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Find out the 5 Strategies for
Managing Your Changing Risk Tolerance

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​Do you know your
​​Risk Tolerance score?

Find Out Here

Videos

Webinars

 Surviving Market Volatility & Optimizing Your Tax Strategy

Right on the Money Show

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Right on the Money - Segment 2-5
 
Right on the Money - Segment 3-5
 
Right on the Money - Segment 4-5
 
Right on the Money - Segment 5-5
 

Helpful Links


Market ​News

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CNNfn
TheStreet.com
​The Wall Street Journal
Forbes.com
Barron’s OnlineFortune.com

Stock Information

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Zacks.com
Silicon Investor
Investor’s Business Daily
MSN MoneyCentral

Market Information

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NASDAQ
American Stock Exchange
New York Stock Exchange

More Calculators

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Kiplinger Tools
USA Today

Download your complimentary guide!

Download and read our complimentary, no-obligation guide, “10 Steps to a Successful Retirement.”
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Download Now

Coeus Financial

The Prune Yard
1901 S. Bascom Ave., Suite 1150
Campbell, CA 95008

P: 408.429.8444
Email: [email protected]
CA #0I46555
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Investment advisory services are offered through Emerald Blue Advisors, Inc., a registered investment adviser offering advisory services in the State of California and jurisdictions where registered or exempted. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted. 
​ 
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.

​Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.   It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.  17716 - 2018/6/4
Check the background of an investment professional.
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Coeus Financial, Investment Management, San Jose, CA
  • Home
  • About
    • Meet the Team
  • Services
  • Resources
    • News
  • Contact
  • Events
  • Client Portal