Broker Check
Paul  Coan

Paul Coan

Founder and CEO

My investing belief was forged by learning from family offices around the world. It's not what you make investing, it's what you keep....which can best be accomplished by avoiding large market downturns.

Investing is not only my job, it is my passion. Successful investing requires not only buying at the right time, it also requires a successful exit strategy as well. I know that Investing for retirement requires a disciplined approach as well investing in retirement.

I have authored the books "Asset Protection & Wealth Preservation: A Guide to Help You Avoid Common & Costly Mistakes" and "Recession Survival: How to Profit From An Economic Recession." He has been quoted in national publications such as BusinessWeek, Success Magazine and The Wall Street Journal on investing and wealth management topics. Worth magazine has named me one of the top 250 wealth advisors in the U.S.

I am a CERTIFIED FINANCIAL PLANNER™ professional which is the most recognized financial planning designation. Also a Chartered Financial Consultant (ChFC®), the most extensive education available for professionals seeking a designation in financial planning. As a Certified Estate Advisor (CEA®) and a member of the National Association of Financial and Estate Planning, I have extensive knowledge of estate planning and asset protection strategies.

A past president of the Indiana Chapter of the National Association of Stock Plan Professionals. Have been active with the Entrepreneurs Alliance of Indiana, the Indiana Venture Capital Task Force, and the Finance Academy of Central Indiana. I also served as the president of The Financial Planning Association of Greater Indiana.