Client Overview

Your Financial Services Menu

A quick, organized look at how we can help. Browse the categories below and open any PDF for more detail.

Advisor
Rob Coleman
Phone
813-868-6901
Email
rcoleman@sfsfirm.com
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Service Details

Expand any section for a quick overview, then open the PDF if you’d like more.

Comprehensive Financial Plan eMoney
  • Clarify goals and priorities (retirement, education, major purchases, legacy).
  • Organize key data into one view: net worth, cash flow, accounts, and targets.
  • Identify planning gaps and action steps to improve outcomes over time.
Open eMoney PDF
Investment Analysis & Oversight Morningstar
  • Review holdings for diversification, risk exposure, and cost efficiency.
  • Evaluate alignment to your objectives and time horizon.
  • Ongoing monitoring with recommendations when changes may be appropriate.
Open Morningstar PDF
Risk Assessment & Stress Testing Nitrogen
  • Visualize potential portfolio outcomes under different market scenarios.
  • Compare tradeoffs between risk and expected variability.
  • Support clearer decisions about allocations and timing.
Open Nitrogen PDF
Tax Planning Holistiplan
  • Identify opportunities to improve after-tax outcomes.
  • Coordinate strategies across income, investments, and retirement accounts.
  • Spot items worth discussing with your tax professional.
Open Tax Planning PDF
Roth Conversion & Tax Projection Holistiplan
  • Evaluate potential Roth conversion strategies before acting.
  • Estimate tax impact and help avoid unintended bracket surprises.
  • Compare options for timing and amount in context of your plan.
Open Roth Projection PDF
Retirement Income & Distribution Planning NextPhase
  • Build an income roadmap to help support a sustainable lifestyle.
  • Plan withdrawals across taxable, tax-deferred, and Roth accounts.
  • Coordinate distribution timing with your overall planning goals.
Open NextPhase PDF
Capital Lending Osaic
  • Explore lending options that may provide flexibility and liquidity.
  • Review potential use cases (cash-flow timing, major purchases, opportunities).
  • Coordinate lending considerations with your broader financial plan.
Open Capital Lending PDF

Disclosure

This material is provided for informational and educational purposes only and is not intended as individualized investment, tax, or legal advice. Any strategies discussed may not be suitable for all individuals. Investing involves risk, including the potential loss of principal.

Please consult your financial professional, tax professional, and/or attorney regarding your specific situation.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This material is for informational purposes only and is not a recommendation to buy or sell any security. Additional disclosures available upon request. Registered Branch phone Number: 813-287-8800.