Protect Your Assets; Minimize Taxes

For John, the best part of his job is educating clients and helping them make the most of their success. For example, business owners know everything about their own business. But when you’re ready to retire or sell your business, do you know what you’ll do with that lump sum of money and how best to minimize taxes?

John recently worked with a very successful retired couple who had sold a business and been their own investor all their life. However, their documents were not adequate which left them vulnerable to potential liability, higher taxes, and not meeting their legacy goals. He sat down with their attorney and CPA to develop a financial plan that everyone could understand and get behind. Ultimately, John was able to help this family protect their assets, minimize taxes, and meet the family’s legacy goals.

On the other hand, many people approaching retirement just want to know how they should draw the funds they’ve worked hard to save. They want to maintain a certain level of spending without worrying about running out of money. Cogent’s cutting-edge wealth management platform allows us to show you how your portfolio would’ve performed over the last century, so we can help you make your money last as long as you need it to.