Our Cohesive Approach
At Cohesion Wealth Advisors, we have extended our experience and network of professionals to provide a high tier of service to a wider range of individuals. We are one of the few advisors in Dallas that is able to do what we do — offer the professional services of an in-house CPA, an attorney team, and financial advisors to families and individuals that are ready to take control of their finances.
We commit to challenging conventional, product-centric financial firms and methods by providing you with innovative, customer-focused strategies to improve your family’s tax efficiencies. We do this by putting you at the heart of our business and by developing our relationship based on trust.View our Services
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Ascertaining the value of your business is important for a variety of reasons.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Understanding the value of a home warranty.
Here are some simple and inexpensive energy-saving tips that may help you save money.
The true cost of raising a child may be far more than you expect.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, cracking the code on bonds.
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
For women, retirement strategy is a long race. It’s helpful to know the route.
Learn about what risk tolerance really means in this helpful and insightful video.