Frequently Asked Questions
What services does Cohen Financial Group offer?
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We provide personalized financial planning designed to help you make confident decisions for the future. Our services include retirement planning, investment management, Social Security strategies, Medicare guidance, tax-forward planning, estate planning, and income planning.
Do I have to be retired to work with you?
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No. Many of our clients begin planning years before retirement. Whether you're building wealth, preparing for retirement, or already retired, we can help create a strategy tailored to your goals.
Do you only work with clients in South Carolina?
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Our office is located in Spartanburg, South Carolina, and we proudly serve individuals and families throughout the Upstate, including Spartanburg, Gaffney, Greenville, Greer, Boiling Springs, Duncan, Inman, Chesnee, Landrum, and surrounding communities. We're also licensed to serve clients in thirteen additional states through secure virtual meetings.
What should I bring to my first appointment?
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Bring any financial documents you'd like us to review, such as investment statements, retirement accounts, Social Security estimates, pension information, insurance policies, or tax returns. If you're unsure what to bring, we'll gladly guide you beforehand. This is not required, but strongly encouraged.