Wealth Management

Retirement planning, education planning, risk management and so much more. Jon Cohen offers clients a multi-faceted approach to address their growing financial needs. No matter where you are financially, it's important that you are taking steps to actively address the issues that managing wealth presents. There are Eight Wealth Management Issues that are most important to clients and their families. Each of these issues is interrelated and acts like a balancing scale. Adjusting one issue affects the others. It is critical that you have one advisor who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate advice and recommendations. Jon Cohen will work with you to create an action plan that addresses these issues. Please use this link for more information on wealth management services.