^{About Me}
Work with an advisor you can trust.

^About

Feel free to ask questions that you never got answers to in those retirement seminars at your co-op and I’ll do my best to help you. I may not know every answer, but I have resources at my disposal where I can find those answers.

Ask questions about Roth accounts, your 401k, early retirement, quasi-retirement, R&S Lump, taxes, Social Security, etc., etc. and I’ll do my best to help you. And if I can’t help you I can show you where or how to get the help you need.

Retirement can last 20-30 years which in many cases is as long as you were employed at your cooperative. My firm specializes in helping you succeed during those 20-30 years of retirement.

I want to make clear that 80/20 Financial Services is not in competition with NRECA. My goal is to help cooperative retirees maximize the great benefits NRECA and your cooperative provide you. I’m a huge fan of NRECA, their benefit plan and cooperatives in general.

I know your profession and benefit plans better than any other financial advisor will. You have excellent retirement benefits available to you. I can help you maximize those benefits while creating a retirement income and investing plan that aligns with your retirement goals.

Thanks for taking the time to learn more about me.

Brian Coleman-Owner/Advisor

Very Important Information Below. Please Read Carefully

As your advisor, I’m not only managing your retirement portfolio, I’m managing you as well. And before we work together it’s important that you know that there will be times when I have to tell you things you may not want to hear.

I will hold your hand and walk right beside you through the good and the bad, but I will not baby you. When you are doing good, I’m going to let you know that and when you’re not doing good I'm going to let you know that too. Retirement is a win or it’s a loss, there isn’t any in between, and I have no plans to lose and I will not maintain a working relationship with someone that’s hellbent on losing. My goal is for you to win and sometimes that means I will have to share hard truths with you.

If you are looking for an advisor that will always tell you exactly what you want to hear and will always say yes to you when you want to jump in and out of your retirement plan there are plenty of advisors out there that will take your money and do just that. That doesn't help you win and I’m not one of those advisors.

I’ll never ask a client to do anything I wouldn’t do myself. So if you are willing to take my advice, even when it seems counterintuitive, and if you are willing to do whatever it takes to win in retirement, I will guarantee you that at the end of our relationship I will have given you my all and I will have nothing left to give you.

Using a sports analogy, I promise you that I will leave it all on the field but I will need you to do the same. If you work with me, we're not only going to win in retirement, we're going to have some fun along the way.

Thank you for taking the time to find out more information about myself and my business. If you any questions, please feel free to reach out. I'm not a salesman and if I can't help you I will let you know that immediately.

Brian Coleman-Owner/Advisor

^{What Makes Me Different}
Built on Principles That Put You First

The way I work isn't accidental — it's the result of clearly defined principles that guide every decision I make on your behalf. Most advisors focus on performance. We focus on outcomes. Performance is meaningless if we don't achieve the outcomes you want in retirement.

Our Mission

To help you retire with confidence, with a plan you understand and not just a portfolio.

Our Vision

We aim to set the standard for what goal-focused, long-term retirement planning looks like — one client relationship at a time.

Our Core Values

Transparency, honesty, accountability, and intellectual rigor are at the center of everything I do. I believe you deserve to understand the "why" behind every strategy, and I'll always take the time to explain it.

^{Meet Me}
The Professional Behind Your Strategy

Get to know the background, credentials, and philosophy that drive the work I do every day.

Brian Coleman

Owner/Advisor

^{Get Started}
Ready to Take the Next Step?

If you're looking for a structured, research-driven approach to your financial life, I'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Plan Your Retirement

About MeWork with an advisor you can trust.

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