Coe Financial

Money, Money, Money, Money…

When it comes to money, consensus is apt to lean towards most people wanting more of it. However, strategies to get more and keep more are rarely reduced to a single simple solution. Of course once you have “it”, the bigger question becomes how to maintain, invest it, and ensure that your money is making you more money?

Now more than ever, with the ever present “recession” looming, strategies for keeping, conserving and growing your financial resources is of utmost importance. And, to get a firmer grip and advice on your finances, NorthShoreInsider met with one of the North Shore’s experts, David Podber – an analyst at Coe Financial. While David was clear that he does NOT make predictions about the marketplace he was willing more than willing to share his three no-fail rules for investing. Equally important, David pointed out where, at this time and in this marketplace you need to be cautious and clear about your financial decisions.

Knowing little about investing I asked David to start me off with the basics so I didn’t make any assumptions. First, David provided the true definition of RISK and offered some guidelines as to the proper way to manage your money.

While a little knowledge is power – I learned that managing my own money may not be the best idea. Akin to doing surgery on your relative - - money matters require expertise, objectivity, and a thorough understanding of the financial climate. Better said… leave it to the professionals.

Coe Financial Services
Phone: 847-444-9444
Fax: 847-444-9445
1121 Lake Cook Road, Ste P
Deerfield, IL 60015

Website: www.coefinancial.com

Loren Greiff