Coordinated Planning Service
Financial Services • 
7280 NW 87th Terrace, Suite 210, United States • 1-10 Employees
Company overview
| Headquarters | 7280 NW 87th Terrace, Suite 210, Kansas City, MO 64153, US |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning, Investment Advisor Representative, Senior Health Insurance |
| Employees | 1-10 |
| Socials |
Key Contact at Coordinated Planning Service
Mike Brasel
Retirement Income Planning Specialist | Certified Senior Advisor | Financial Advisor & President
About Coordinated Planning Service
Coordinated Planning Service, LLC is dedicated to financial planning & senior health insurance care for individuals in or near-retirement. Under the Senior Healthcare umbrella of their firm, they have an Independent Insurance Agency where they offer long term care insurance, medicare supplement plans, medicare advantage plans, prescription drug plans, dental vision & hearing plans as well as other insurance products such as life insurance & annuities. Coordinated Planning Service represents many of the top carriers, yet they remain independent so they can make the recommendation that best meets the clients needs. They have studied the market and all of the top provider’s plans, their benefits & features in order to help their clients get the best coverage designed specifically to meet their needs. Under the Retirement Planning umbrella, Coordinated Planning Service prides itself on being one of the most comprehensive planning firms in the area. Through their affiliation with Brookstone Capital Management, an SEC federally registered Investment Advisor, they have access to a universe of investment options & vehicles. They are completely independent which allows them to exercise objectivity in creating the most sound financial solutions to meet clients personal needs. Investment advisory services offered through Brookstone Capital Management LLC, a SEC Registered Investment Advisor. Coordinated Planning Service LLC is independent of Brookstone Capital Management.
Coordinated Planning Service revenue & valuation
| Annual revenue | $6,988,086 |
| Revenue per employee | $6,989,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $22,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Coordinated Planning Service has never raised funding before.
United Kingdom
Czechia
Frequently asked questions
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