Coffeehouse Capital LLC is an independent fee-only registered investment advisory (RIA) firm providing financial planning and investment management services. We are a fee-only firm and are held to the CFP® fiduciary standard, putting our client's interest first 100% of the time. Financial Planning and Wealth Management Solutions include: • Assessing and analyzing current financial and life goals • Asset allocation review, education and portfolio strategies • Cash flow and retirement planning • Establishing and managing GOALs based financial plan and investment portfolios • Levering and coordinating with other professionals (CPAs, EAs, Estate Planning Attorney’s, Insurance, etc.) • Inheritance management (loss of love ones) • Reviewing and managing 401(k), 457(b), traditional retirement plans • Pre-retirement planning To learn more, please visit www.coffeehousecapital.com. Coffeehouse Capital LLC is an Investment Advisor registered with the State(s) of California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned.
