What is Your Financial Freedom?

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

What is Your Financial Freedom?

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

What is Your Financial Freedom?

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

We help plan for your unique goals

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INDEPENDENT, FIDUCIARY ADVICE

We are a completely independent financial advisory firm that puts you first. As a fiduciary, we are legally obligated to put your best financial interests above all else when we give you recommendations and advice. We wouldn’t want it any other way!

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VALUES AND INTEGRITY

The foundation of any relationship with our clients. Those we choose to work with expect us to guide them and their families through an ever-changing retirement landscape, telling the truth about where they really are and the challenges they may face, and doing what we say we will do.

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PERSONALIZED PLANS

You must know where you are going and have a plan to follow. The challenges retirees face today can’t be addressed by rules of thumb or by what “they” are doing. Retirement is a journey and not a destination one perfectly just arrives. Retirement is yours and you only get one shot, make it count!

Meet Todd Cour

Founder

“We live in a world of unlimited information and choices that come at us 24/7! How do you save and do more with what you have? How do you align your financial decisions toward a common goal; creating a reliable and secure retirement?

Products & Services

Financial Planning

Financial planning provides the roadmap to achieving your family’s goals with clear recommendations, steps and directions on how to get there. We provide specifics depending on your objectives, and may include cash flow, risk management, estate and legacy, retirement income and much more.

Investment Management

We reject many of the popular notions, such as timing the market, following the hot asset classes, simply holding mutual funds, chasing individual stocks and bonds and "buy-and-hold". Our strategy is designed to be consistent, steady, and repeatable.

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.  For one, people are living longer.

Private Wealth Management

Some situations require a more comprehensive team approach to managing wealth. Involving business ownership issues, how one wishes to take care of a surviving spouse, trust management, are only a few examples.

Charitable Tax Planning

Depending upon your individual tax situation and life objectives, we can suggest and implement opportunities to help others while reducing your taxes. It’s a win-win strategy that you can feel proud of—helping your community with cause and effect.

Estate & Legacy Planning

Building up your wealth is only part of the equation. Taxes, family dynamics, the protection of the surviving spouse, providing for someone with special needs, or simply the desire for a smooth transition…. are only a few considerations for estate planning.

In the News

Client Logins

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Financial Focus Login

Clients of Cour Financial LLC have the capability to view all of their accounts, in one view, at any time. Knowing where all of your investments are located, having access to various up to date reports, as well as how those accounts are performing are part of helping you monitor your progress toward your goals.

Financial Focus Login


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TD Ameritrade Login

One important aspect of being independent is access to high-quality custodian relationships…and we work with one of the best!

TD Ameritrade Login