FINANCIAL SERVICES
We bring our expertise and clarity to the table.
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality.
Our financial advisory is rooted in understanding and built on trust.
When it comes to “financial advisory”, there is a lot of misinformation in the market, and it seems EVERYONE has an opinion on what you should do with your money. But that’s the point—it’s your money.
Rather than provide a quick judgement or offer advice after an initial meeting, we take the time to get to know YOU first, and your money second. Only then can we determine what is the best course of action for your money and your future.
All money should have a lane and a purpose. Through conversation, we can uncover the true purpose and need for the money and then match it to the correct investment.
KEY SERVICES
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Cohen Financial Group specializes in helping clients create comprehensive income plans for a secure financial future. We prioritize long-term stability, ensuring that clients can confidently navigate their retirement years and achieve their financial goals. Trust Cohen Financial to guide you through effective income planning and empower your financial journey.
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Cohen Financial Group specializes in guiding individuals through the complex process of 401(k) rollovers. Our experienced team provides personalized strategies to help you transition your retirement savings seamlessly. We offer expert advice on the various options available, including rolling over to an IRA, as well as the tax implications and benefits of each choice.
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Cohen Financial Group helps clients maximize their Social Security benefits. Our experienced team creates personalized strategies to support your financial goals. We review your individual situation, including age, earnings history, and retirement plans, to optimize your benefits. Rely on Cohen Financial Group to guide you through the Social Security system and ensure you receive the income you need in retirement.
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Cohen Financial Group understands that pension management is vital for your financial future. Our team collaborates with clients to create customized strategies that meet their retirement goals. We leverage our expertise to navigate complex options, optimize benefits, and ensure long-term stability. Trust us to guide you in maximizing your pension for a confident retirement.
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Cohen Financial Group specializes in guiding individuals through the estate planning process, ensuring that all aspects of their financial future are thoughtfully considered and organized. Our experienced team helps clients navigate decisions from asset distribution to tax implications, with clarity and confidence. By creating a comprehensive estate plan tailored to individual needs, we aim to provide peace of mind and security for our clients and their loved ones. Trust Cohen Financial Group to be your partner in securing a stable and well-planned future.
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Cohen Financial Group specializes in partnering with clients to enhance their tax savings strategies through comprehensive tax forward planning solutions. Our team meticulously evaluates each client's financial landscape, identifying opportunities to optimize deductions, credits, and other tax benefits. With a proactive approach, Cohen Financial Group empowers clients to make informed decisions that lead to sustained financial success.
Our Process
1: Discovery
This is a time for us to get to know you and for you to get to know us. We will identify what your goals are and establish if we believe we can help you to achieve your goals.
2: Risk & Efficiency Analysis
We will focus on your objectives for your retirement dollars. As we always say, every dollar has a purpose. We will dial in on tax efficiencies and provide a simple risk analysis you can understand.
3: Recommendations & Tax Strategies
In this meeting, we will provide you with the recommendations using the information collected. This includes reviewing any future tax reducing strategies.
“Michael an 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 Finanacial does an amazing job helping people plan for there 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
SPARTANBURG FINANCIAL PLANNER
We’re your Upstate, full-scale partner for retirement planning, investments, and more.
Through our partnership with Financial Independence Group, we have access to a full team of industry experts in Life Insurance, Care Planning, Annuities, Tax and Estate Planning—each being dedicated to helping Cohen Financial Group bring clarity to families and help them to leave a lasting legacy.
We support clients with:
Long-Term Care
Insurance
Tax and Estate Planning
Disability Income
Medicare Planning