Jeffrey D. Rickett is the founder of Coosa Financial Planning. He is also a CERTIFIED FINANCIAL PLANNER™ specializing in retirement planning. He offers business owners, executives, and other clients more than 27 years of investment management experience. His focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. Jeff follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio re-balancing in order to obtain measurable results. He also consults on risk management, retirement planning, estate planning, and other critical financial strategies.
In 2011 Jeff earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. The CFP® designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning, retirement planning, and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Together we will work together to make your plan and work your plan.
Licensed for securities in AL, AZ, FL, GA, IL, LA, MN, MT, NC, PA, SC, TN, TX
Licensed for insurance in AL, GA, SC, TN