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A Written Income Plan

Cohen Financial Group welcomes the opportunity to work together with you to develop
a detailed and strategic approach toward your financial future. Our Written Income Plan provides
an easy to understand analysis specific to your financial situation.  The Written Income Plan is your personal financial road map. Knowing where you are today allows you to mark out the right course for your future.
No one plans to fail, they just fail to plan. Let us help you start your journey today!

Take a Financial Portrait

As a consumer today, you have many responsibilities. First and foremost, you must do what’s best for you and your family, while protecting yourself financially.  Let’s face it, in the current economic environment there is a lot of confusion with regard to financial strategies. Interestingly, many people have no idea what it takes to maintain their standard of living in their retirement years. Our Written Income Plan provides a detailed look at your retirement picture.

Get Answers to Your Questions

When can I retire without running out of money? Can I continue my present standard of living? How could my situation change during challenging economic times? How would it affect my family if I die prematurely? What are the possible solutions if my situation changes? The Written Income Plan provides answers to these and many other important questions.

Enjoy a Peace of Mind

The Written Income Plan helps take the confusion out of planning for Retirement. The detailed analysis it provides assists us in putting together a retirement strategy subject to your specific situation. It allows us to consider all your options by viewing different scenarios and how they effect your overall plan, not only today, but in the distant future as well. Knowing all the facts before making important decisions protects your greatest asset, your peace of mind.