Who We Are
Successful long-term planning relationships require ongoing continuity and support for our clients and their families. Coordinated Plan has developed a team structure that fosters collaboration, innovation, and strong customer service.
Founding partner Randy Schuster states, “It takes years to build a trusting relationship with clients. We want to make sure our clients know they will be taken care of not just throughout their lifetime, but for future generations as well. We’ve put together a wonderful team of dedicated professionals that I am very proud of. The feedback we consistently get from our clients is – to say the very least – humbling!”
We all believe that extraordinary service and support are critical to achieving financial freedom and providing peace of mind along the way. Our team, technology, and culture revolve around this concept and are central to the white-glove service model. Timely follow-up, friendly service, and commitment to always do the right thing are what defines a Coordinated Plan.
What Makes Us Different? People. Process. Partnership.
Providing a seamless client experience for solving complex financial challenges lies at the core of what we do. “It is our responsibility as financial planners to bring industry leading concepts, products, and support to our clients. Our team and planning process provides clients with all the tools necessary to be successful.” Says partner David Goodfellow.
With a mindful eye on the future and industry evolution, Coordinated Plan continues to stay true to our roots as a firm that embraces a holistic, client-focused, team approach to financial planning. We remain focused on our mission: “Helping clients achieve their financial goals, dreams, and aspirations… taking them from where they are today, to where they want to go tomorrow.”
Our Team
Partners
Randy Schuster
David Goodfellow
Kris Dussmann
Financial Advisors
White Glove Customer Service Team
Jen Zmaczynski
Alex Hull
Eileen Zink
Founded in 1963, Valmark is an exclusive, invitation-only consortium of independent wealth transfer and wealth management firms. Valmark Financial Group is comprised of a family of companies including Valmark Securities, Inc., a FINRA-registered securities broker-dealer, Valmark Advisers, Inc., an SEC-registered investment advisor, Executive Insurance Agency, Inc., a Master General Agency for life insurance products, and the Valmark Policy Management Company, LLC. 