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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

5 Tips for Retiring in the Next 12 Months

You’ll be retired by this time next year. Here’s what to do now You’ve scrimped and saved and planned for decades, through good times and bad. Now your goal is to retire in this uncertain environment, perhaps in the next year — even though the last six months have...

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What Is the Minimum Salary You Need To Be Happy in Every State?

What's the price of happiness in your state? Can money buy happiness? According to a recent Purdue study published in the journal Nature Human Behaviour, income can correlate with emotional well-being and life satisfaction. “Globally, we find that satiation occurs at...

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7 Reasons You Should Retire Already

Sometimes the writing is on the wall Retirement may seem untenable with inflation soaring and gas prices skyrocketing, but for some older adults, hanging on to their job can cause more harm than good. Sure, you still have money coming in, but at what price to your...

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IRA Blog

“UPDATE NEEDED” – TOP 5 IRA ITEMS TO CONSIDER

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport We are constantly bombarded with requests to update our information. “Password needs updating.” “Software update for your mobile device.” “Please update your email so our marketing team can...

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IRS REGULATIONS AND QCDS: TODAY’S SLOTT REPORT MAILBAG

By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport Question: When will the IRS release final regulations for RMDs on beneficiary IRAs? Kim Answer: Hi Kim, That is a great question. We have been fielding many inquiries about...

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