Financial Planning
Financial Planning
Effective financial planning can help you prepare for the future—and all its twists and turns—providing you with strategies to meet your milestones. Work with one of our certified FINANCIAL PLANNER™ professionals to build a dynamic financial plan that considers your goals, your needs, and your journey.
Tailoring Plans to Individual Goals
There is no financial plan that fits every individual lifestyle and circumstance. That’s why our financial planners will take the time to get to know you, your unique financial picture, and your goals. We offer comprehensive services including:
- Personalized Retirement Planning: Financial plans that address your individual retirement objectives, considering current income and savings, as well as your desired lifestyle and other retirement aspirations.
- Health Care Planning: Strategies to meet future healthcare costs and protect your nest egg.
- Legacy Planning: Align your desires for leaving a legacy with your long-term plans, whether it involves supporting family members, contributing to charitable causes, or establishing trusts and inheritances.
At Cogent Private Wealth, we know that life is always in flux. Once you have a financial plan in place, we’ll continue to meet with you to revisit and reevaluate your strategies, making adjustments to accommodate major life changes and ensuring that the plan remains flexible and responsive.
Long-Term Financial Security
You’ve worked hard to create a financially secure present—but ensuring a financially secure future takes careful long-term planning. Our team can help you put the strategies and tools in place that you need to grow and safeguard your assets.
- Help you create strategies for income sustainability, inflation protection, and risk management
- Diversify income sources
- Hedge against inflation
- Assess for risks
- Regularly review portfolios, rebalancing and adjusting as needed
Contact Us for Customized Financial Planning Solutions
Whether you are just starting to consider your long-term financial objectives or are looking for ongoing guidance to ensure you remain on track, our CFP© practitioners are ready to help you achieve your goals. Working with you one-on-one, we’ll take the time to understand your needs, assessing your current financial situation to create a plan to help you build a secure financial future.
Make an appointment with a planner today to see what we can do for you.
Build financial independence
89% of full-service advisors do not provide comprehensive financial planning advice
Source: J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study
