SEE WHAT SERVICES WE
PROVIDE
How Does
InflationAffect Me?
READ THE LATEST NEWSLETTER
"An investment in knowledge pays the best interest." - Benjamin Franklin
FIND ANSWERS IN OUR
VIDEO LIBRARY
MARKET WATCH
Our Financial Advisement Process
Establishing Relationship: It all starts with trust. Our strongest relationships have lasted since we founded Ron Coite & Associates, and that level of trust has given our clientele great confidence in working with us.
Gathering Data and Goals: Preparation brings our most enduring success. It is important to understand your objectives so we can work to attain them. The principals at Ron Coite & Associates encourage an honest dialogue between client and advisor to help meet expectations.
Evaluating Financial Status: A thorough evaluation of your current fiscal position is essential as we develop a comprehensive financial plan to assist you in achieving your goals.
Review Our Recommendations: All of our proposals are dependent upon your review and endorsement. We are committed to ensuring your understanding of all aspects of our recommendations.
Setting Your Plan to Action: When our financial plans meet your needs, we will begin to implement them. This is an exciting part of the process that offers long-term results.
Monitoring Portfolio Progress: We relish the opportunity to track your portfolio progress and fine-tune plans along the way by meeting with you on a semi- annual basis or as frequently as needed.
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.