With Cohonesto Financial, you benefit from our experience, personalized approach to investment counseling and great listening skills. Taking care in getting to know you is important to ensure your vision is at the heart of your investment and retirement planning to help reach your goals.

INVESTMENTS

Providing a comprehensive strategy for areas of personal finance; from accumulation, investment management, income distribution to wealth transfer.

INCLUDING

  • Equities
  • Bonds
  • Mutual Funds, ETFs & Annuities
Investments

RETIREMENT PLANNING

Planning for retirement involves two things: saving money before you retire and developing a strategy to live on the money you have saved.

INCLUDING

  • Fixed Income Strategies
  • Envision®
  • IRAs, Roth & 401(k) Strategies
  • Job Transition
  • Small Business Retirement Plans
Retirement Planning

EDUCATION FUNDING

Be sure to plan ahead and know your options if you plan to help your children or grandchildren with education costs – for college or private school.

INCLUDING

  • 529 Plans
  • Custodial Accounts

Education Funding

ESTATE PLANNING STRATEGIES1

Find out how to get started with estate planning, including understanding the basics, organizing documents and naming beneficiaries.

INCLUDING

  • Trusts
  • Life Insurances & Long-Term Care
  • Gifting

1. Wells Fargo Advisors is not a legal or tax advisor. You should consult with your attorney, accountant and/or estate planner before taking any action.
Estate Planning Strategies