Upstate Retirement Planner
Retirement planning done with purpose, not pressure.
Since 1988, we’ve helped individuals throughout Spartanburg, SC, plan with purpose today so they’re prepared for their tomorrows.
With the right partner, you can prepare for the future on your terms.
You’ve worked hard to save. And we’re honoring and respectful of that. Our goal is to be an advocate for your future. Why? Because we’re a family business who believes in doing what’s right and supporting those you care about.
Spartanburg is our home. We’ve been here for decades and have no intention of going anywhere.
“Michael and Judean have gone above an beyond in helping us plan for our future! They know finances and go out of their way to make sure we understand how our money is being invested. I highly recommend them to anyone who is looking to plan for their future. They have been a answered prayer!”
—Tim, Spartanburg, SC
“Cohen Financial does an amazing job helping people plan for their future. They will sit down with you at no cost and discuss your needs and wants and help map out a plan that fits your situation. I highly recommend you give them a call and discuss your circumstances and let them help you with a personalized plan.”
—Roy, Spartanburg, SC
Finances can be stressful. Finding the right financial advisor shouldn’t be.
We take the worry out of financial planning by working closely with clients across the Upstate to create tailored financial plans rooted in understanding and built on trust.
We work with clients on:
Income Planning
401(k) & 403(b) Rollovers
Social Security Maximization
Pensions
Estate Planning
Tax Forward Planning
Federal and State Plans