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A Holistic Coaching & Investment Firm

Joel K. Coleman

Financial Strategist

Life Insurance & Living Benefits Advisor

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Joel Coleman, has over 16 years of experience in the Insurance industry and is a retired Federal Government employee with more than 34 years of service. He loves to help families navigate their journey to financial independence.

Joel loves to travel and meet new people. He loves spending time with family and friends. In his spare time, he enjoys playing golf and mastering his grilling skills.


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