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PLAN FOR YOUR FUTURE.

LIVE YOUR LIFE NOW.

Take your future into your hands by speaking to us now. (Tomorrow Begins Today)

WHEN IT COMES TO YOUR FINANCIAL FUTURE, KNOWLEDGE IS THE CRITICAL FIRST STEP.

We love helping our community make informed financial decisions about the days ahead.

WE WILL CONTINUE TO KEEP YOU IN THE FINANCIAL KNOW

By keeping you updated on the latest financial and insurance news!

YOUR FINANCIAL SECURITY IS OUR BUSINESS

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

WE HELP PEOPLE RETIRE

WITH DIGNITY!

Welcome To Cohen Financial Group “HEAR US ON”

A Few Words About Us

 

We here at Cohen Financial Group specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.

Financial Services

Our primary goal is keeping our clients’ money safe from volatile and risky investments.

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Insurance Services

Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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Workshop Schedule

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Educational Videos

Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services

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Weekly Newsletter

A Recession Survival Guide for Retirees

Economic downturns are inevitable. Here's how to protect your retirement nest egg Sooner or later, the economy will fall into a recession, because that’s the nature of the economy: Busts follow booms. For many retirees, the biggest challenge is the investment...

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Social Security Resource Center

Social Security retirement benefits are primarily based on two factors: your average income over your working life and your age when you claim them. You get to decide when to start collecting benefits, within an eight-year window from age 62 to age 70. The longer you...

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IRA Blog

72(T) DON’TS

By Andy Ives, CFP®, AIF® IRA Analyst The 72(t) rules (”series of substantially equal periodic payments”) allow a person to tap retirement dollars before 59½ without a 10% early distribution penalty. However, to gain this early access, you must commit to a plan of...

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WHEN THE FIVE-YEAR RULE APPLIES

By Sarah Brenner Director of Retirement Education If you inherit an IRA, especially if it is a larger one, you may be afraid of being stuck with the five-year distribution rule. If this rule applies, your IRA must be entirely emptied in five years, which can be a...

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Cohen Financial Group BBB Business Review