Services

Depending on where you are in your financial stage of life, you’ll want to talk with an experienced adviser about different things. As we describe our services, we categorize them in line with the financial stages you’ll experience during your life.

Accumulation

  • You want to save up for big ticket items (cars, house, college, weddings,…) and retirement

  • We help you understand how much to save, investment tradeoffs, and how to be tax efficient

Retirement

  • You want to have a financial stress-free time living off your financial nest egg

  • We help you understand your retirement income budget, select investments, and create efficient withdrawal strategies

Asset Protection

  • You will want to protect your assets – and are faced with the choice to insure or go it alone

  • We help you create a well thought out, integrated, Asset Protection Plan

Estate Planning

  • You want to take care of your family and charitable organizations when you pass

  • We help you integrate your financial strategies and accounts with your estate planning and help you minimize gift and estate taxes

We work to help you in the broadest context possible with the overall financial management of your savings.

To learn more about COW Specialist Financial Planning and Insurance Services; please give us a call at (678) 227-0830.

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