Have you saved enough money to retire? Are you on track to retire with how much you’re saving currently? How much money will you need once you retire and how will you turn your investments into the cash flow you’ll need in retirement? At Cohonesto Financial these are just some of the questions we help our clients answer as they approach retirement.
Helping You Reach Your Financial Goals
Our clients have typically worked hard, lived modestly, have excelled in the work place, and made a commitment to put money aside for retirement and are now nearing retirement or have recently retired. We help them make sure they aren’t missing any details or strategies that will help them maximize the income they will need in retirement.
INTEGRITY. VALUE. REAL-LIFE SOLUTIONS.
Earning your trust is our #1 priority. We are committed to doing the work with unwavering integrity, value, and it’s in our DNA to provide outstanding service, experience, and guidance along the way. We work alongside you every step of the way with a plan that is reviewed annually, and that retirement plan always points to achievement of your stated goals.
You should know what you’re paying. Markets are always changing and returns are never certain, however one factor we can impart some control over is expense. In addition to long-term performance, we constantly analyze our money managers to help ensure they are minimizing costs. Furthermore, Cohonesto Financial will provide an expense analysis detailing a client’s costs during their periodic review as well as upon request.
Simplified Long-Term Results
We know long-term results that minimize risk and investment costs are the key to helping you manage a lifetime of unpredictable financial opportunities and challenges. It requires straightforward strategic planning. We work with you to design a holistic investment strategy using an easy-to-understand process that we customize specifically for you and your future goals.