Our clients are busy working and accumulating assets for retirement. They entrust Cohonesto Financial to help guide their financial goals and manage their financial lives. We help to relieve the stress and burden associated with managing investment portfolios, and work to minimize costs.
Helping You Reach Your Financial Goals
Our clients are unique, but they have one thing in common. They look to us for investment experience to help them meet family needs like education, weddings, saving for retirement, and reach lifestyle goals. When you work with us, you benefit from the years of investment planning experience our team provides. This personal approach to investment counseling starts with listening to your ideas and vision for your future. Taking time and care in getting to know you is important because your vision is at the center of building a unique investment plan to help reach the goals you want to achieve.
Integrity. Value. Real-Life Solutions.
Earning your trust is our top priority. We know it doesn’t happen overnight. We are committed to unwavering integrity, value, and delivering real-life solutions. These principals are the foundation on which we strive to provide outstanding service, experience, and guidance. Our goal is to keep more of your investment dollars working for you because we aim to keep our costs lower than industry averages. The added value means you’re one step closer to reaching your goals. We work alongside you to seek out investment options that offer competitive fees with competitive long-term performance.
Simplified Long-Term Investment Results
We know long-term results that minimize risk and investment costs are the key to helping you manage a lifetime of unpredictable financial challenges. It requires straightforward strategic planning. We work with you to design a holistic investment strategy using an easy-to-understand process customized for you.
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 portfolio of money managers to help ensure they are minimizing costs. Furthermore, our long-term investment approach limits trading activity which can minimize fees. Cohonesto Financial will provide an expense analysis detailing a client's costs during their periodic review as well as upon request.