Broker Check

CARITAS CONSULTING is merging with Coordinated Plan

Alan Goodfellow shares his thoughts

It is with great pleasure that I am announcing the merger of Caritas Consulting and Coordinated Plan, Inc. This is particularly important because one of the principals from Coordinated Plan is my son, David Goodfellow. David and his business partner Randy Schuster, along with the entire Coordinated Plan team are a wonderful match for our clients. They, along with their team are a multi-generational full-service financial planning practice with nearly 30 years of experience in the industry.

Randy Schuster, principal and founder of Coordinated Plan, Inc., worked closely with Joe Indelicato and considered him a mentor early in his career. In developing a succession plan for Caritas Consulting, it was very important that the firm we selected to continue helping our loyal clients had to provide the same level of holistic comprehensive financial planning that Caritas Consulting clients currently receive. This merger is very meaningful for us as we are partnering with not only my son, David and Randy Schuster, but the team of talented financial associates and support staff at Coordinated Plan so that we can continue to deliver the same commitment to client service as you are accustomed to receiving. I am extremely excited to have the opportunity to introduce you to David, Randy, and the rest of the Coordinated Plan team in the near future.

In addition to joining Coordinated Plan, we are pleased to announce that we will also be transitioning to Valmark Financial Group. Valmark is well-known in the industry as a leader in technology and in offering innovative solutions. Under the Valmark umbrella, Valmark Advisers, Inc. will become our new Registered Investment Advisor and the principals at Coordinated Plan, David and Randy, will act as your Investment Advisor Representatives. Valmark Securities, Inc. will be operating in a broker-dealer capacity in some situations and currently Valmark Securities, Inc. supports Coordinated Plan’s technology solutions and back-office support. Shortly, you will be receiving documentation to transition your account(s) to one of the principals at Coordinated Plan, Inc. Your current custodian of record (examples include Fidelity, Pershing, and Schwab) for your accounts will remain the same. We see this transition as a great opportunity to significantly upgrade the resources and research tools available to our clients, while keeping the same financial planning products and services you currently have or receive.

We are honored that you have entrusted us and depended on us to guide your financial well-being. We trust that our commitment to excellence reflects that we thoroughly enjoy making a positive impact on, and being a part of, your life. Every day we are excited to help with the complexities of holistic financial planning for individuals, families, and businesses we are fortunate to call our clients. Our team, with Eileen and myself at the forefront, will be contacting you with the required paperwork and next steps for us to continue to service your accounts.

All the best, Alan