We bring our expertise and clarity to the table.
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality.
Our financial advisory is rooted in understanding and built on trust.
When it comes to “financial advisory”, there is a lot of misinformation in the market, and it seems EVERYONE has an opinion on what you should do with your money. But that’s the point—it’s your money.
Rather than provide a quick judgement or offer advice after an initial meeting, we take the time to get to know YOU first, and your money second. Only then can we determine what is the best course of action for your money and your future.
All money should have a lane and a purpose. Through conversation, we can uncover the true purpose and need for the money and then match it to the correct investment.
KEY SERVICES
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Cohen Financial Group specializes in creating comprehensive income planning strategies designed to provide financial stability throughout retirement. Our experienced team works closely with clients to evaluate their assets, anticipated expenses, and long-term goals to develop a structured income approach. By coordinating retirement accounts, Social Security, pensions, and other income sources, we help ensure a consistent and reliable stream of income tailored to each client’s unique needs.
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Description text goes hereCohen Financial Group specializes in guiding individuals through the complex process of 401(k) rollovers. Our experienced team provides personalized strategies to help you transition your retirement savings seamlessly. We offer expert advice on the various options available, including rolling over to an IRA, as well as the tax implications and benefits of each choice.
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Cohen Financial Group understands that pension management is vital for your financial future. Our team collaborates with clients to create customized strategies that meet their retirement goals. We leverage our expertise to navigate complex options, optimize benefits, and ensure long-term stability. Trust us to guide you in maximizing your pension for a confident retirement.
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Cohen Financial Group specializes in partnering with clients to enhance their tax savings strategies through comprehensive tax forward planning solutions. Our team meticulously evaluates each client’s financial landscape, identifying opportunities to optimize deductions, credits, and other tax benefits. With a proactive approach, Cohen Financial Group empowers clients to make informed decisions that lead to sustained financial success.
Our Process
1: Discovery
This is a time for us to get to know you and for you to get to know us. We will identify what your goals are and establish if we believe we can help you to achieve your goals.
2: Risk & Efficiency Analysis
We will focus on your objectives for your retirement dollars. As we always say, every dollar has a purpose. We will dial in on tax efficiencies and provide a simple risk analysis you can understand.
3: Recommendations & Tax Strategies
In this meeting, we will provide you with the recommendations using the information collected. This includes reviewing any future tax reducing strategies.
SPARTANBURG FINANCIAL PLANNER
We’re your Upstate, full-scale partner for retirement planning, investments, and more.
Through our partnership with Financial Independence Group, we have access to a full team of industry experts in Life Insurance, Care Planning, Annuities, Tax and Estate Planning—each being dedicated to helping Cohen Financial Group bring clarity to families and help them to leave a lasting legacy.
We support clients with:
Long-Term Care
Insurance
Tax and Estate Planning
Disability Income
Medicare Planning
Learn the Language of Retirement
Not sure what terms like IRMAA, RMD, Roth Conversions, or Probate mean?