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
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Knowing the rules may help you decide when to start benefits.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Your credit score may influence how much you pay for auto and home insurance.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A special needs trust helps care for a special needs child when you’re gone.
What if instead of buying that vacation home, you invested the money?
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Learn about cyber liability insurance in this entertaining video.