Coosa Financial Planning

08/11/2025

Our team had a fantastic time at Jazz in the Jungle 2025: A Wildlife Conservation Gala supporting Georgia Untamed Zoo!
Grateful to share this special evening with family, friends and clients while supporting such an important cause.
Be sure to check out this incredible zoo for your next family adventure!

08/09/2024

Where's Wally?👀

We 💙 our Ambassadors!

11/13/2023

We discussed "CRITICAL QUESTIONS that all financial advisors should be asking clients and prospects" during our educational seminar at The Spires at Berry College!

09/26/2023

Just sharing what Jeff left on a white board for his team. Whatever it is, let’s begin doing!💪🏻

08/31/2023

Thank you, Rickett and Coosa Financial Planning. We appreciate your GOLD sponsorship for our Charity Tennis Tournament. They help you plan for the life you want.

08/11/2023

Jeff and his friend, John Leggett who is an Estate Attorney in Calhoun presented on Estate Planning "What To Do and What Not To Do" at The Spires at Berry College. Attendees left with lots of valuable information.
The topic for the next seminar is Tax. Please contact us if you are interested in attending!

06/30/2023

Please help us wish Luis Pizano a very happy birthday!

06/01/2023

Check out Jeff's quarterly column on V3 May 2023 issue!

https://readv3.com/2023/05/risk-a-four-letter-word/