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What We Do For YOU: Financial Planning

What We Do For YOU: Financial Planning

Cobalt Unlimited was born out of the desire to find a BETTER way to help you improve and organize your financial life into an easy-to-understand format. Our objective is to take all the pieces of your financial puzzle and put them in place. Each plan is geared to your unique situation. Many of those pieces may not be relevent to you or your plan at this time, but as your life unfolds and your needs evolve, our process, the Cobalt FORMula, helps you pursue your work-optional lifestyle and financial independence.

What is your Risk Number?

Allow us to pinpoint your Risk Number and create a portfolio that matches your risk tolerance and comfort zone. 

Click to obtain your free portfolio risk analysis.  It only takes 5 minutes.

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Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to you; our clients. Along the way, we like to have some fun, too. We’ll be happy to add you to our guest list. Click here to learn more about our upcoming events.

Cobalt Unlimited Team

Cobalt Unlimited Team

Planning, advising, servicing...We are here for you.  Get to know your Cobalt team.

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Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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Weekly Market Commentary

Weekly Market Commentary

Interested in how the market is performing?  Here's a synopsis and our point of view.

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