Pete Coleman Jr., AIF

02/25/2026

Do you suffer from Money Anxiety?

Most of us do at times, but if it's gotten overwhelming, check out this video for more information and reach out if we can be of assistance...

Do you struggle with.....Feelings of financial Uncertainty & Lack of ControlOverwhelmed by Debt & ObligationsStressed by Day to Day Cash FlowStruggle with Id...

10/15/2025

Thank you to Spartan for recognizing my years of hard work and dedication. While my racing years may be behind me. I'm still humbled to be included on a list of such amazing humans, and flattered to have been a part of something this special.

AROO AROO AROO!

https://www.spartan.com/en/pages/300-collective

07/09/2025

Another timely blog by Justin, well worth the 2-3 minute read IMHO:

https://lineawealth.com/no-ceiling-in-sight-may-05-2023/

DM me with questions, we're always happy to try to help out.

Like tax time, your annual physical, and the (sometimes) annual Family reunion, that pesky debt ceiling drama has come back into the news cycle.

07/04/2025

From our families to yours wishing everyone a very fun, relaxing and safe holiday weekend.....

04/10/2025

Albeit a day or so late, but still very relevant - check out our veiw of the markets in our latest blog:

Ah, one of my favorite weeks of the year has arrived. Spring has sprung, warmer weather is here to stay, and all attention will be on the Masters coverage from just down the road in Augusta. If you are a golfer (or golf fan, or both) like me, this is possibly the best week of the year! […]

03/07/2025

The news is unsettling at best right now, see how we see things in our latest blog post:

Well, I can tell based on the # of calls/messages that many clients and investors alike are getting very nervous about markets. I totally understand that. With markets having declined 5-7% over the last few weeks, coupled with a lot of headlines coming from Washington and overseas, it is easy to und...

11/11/2024

09/18/2024

Our latest blog has been posted, see what we're saying about the upcoming rate cut and more:

Well, the time has finally arrived. This week, the Federal Reserve is set to cut interest rates in an attempt to start normalizing rate policy. Don’t trivialize the incredible policy adjustments that we’ve lived through for the past 2.5 years. Starting way back in March of 2022, the Fed began th...

07/23/2024

Don't forget our free webinar this evening is open to the general public, but you have to register in advance.

Join our upcoming webinar on July 23rd @ 6:00 pm to learn tips and tricks. Don't miss this opportunity to explore the world on a budget. Register now!

  Are you tired of dreaming about traveling to exotic destinations only to be deterred by the high costs involved? Look no further, as Greg Cobb has cracked the code with a treasure trove of simple ye

05/04/2024

Happy Star Wars day everyone! May the 4th be with you......

04/25/2024

Had a great time last night hanging out with a few clients at the Braves game. Reports were that everyone had a blast, and the Braves won in extra innings!

Good times!