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Eric Whitehead, CFP®

Kennedy & Coe Wealth Management, LLC

6125 Sky Pond Dr
Ste 200
Loveland, CO 80538
Phone: (970) 685-3510
Fax: (316) 682-8345

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.