Coordinated Plan

Coordinated Plan is a financial planning company located in Pittsford, New York. The company employs 10 people and generates annual revenue of $1 million. Randy Schuster, a financial advisor and Million Dollar Round Table (MDRT) member, leads Coordinated Plan. He specializes in coordinating financial planning for closely held businesses, including estate planning for large to midsize estates, business succession planning, and wealth accumulation strategies. Schuster also works with corporate clients, developing comprehensive exit strategies tailored to the goals of executives and their families. Coordinated Plan distinguishes itself through its focus on coordinating various planning elements. This comprehensive approach ensures that clients' financial plans address all aspects of their financial well-being, from business continuity to wealth preservation. Coordinated Plan, Inc. can be reached at 500 Linden Oaks, Rochester, NY 14625, or by phone at 585-899-1200.