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
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Don’t overlook the need for renter’s insurance if you rent your home.
What can be learned from the savings rate?
Here are five facts about Social Security that are important to keep in mind.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Around the country, attitudes about retirement are shifting.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
How do the markets usually react to elections? Was the 2016 election any different?
The market is as unpredictable as the weather. We’d love to help you prepare.
$1 million in a diversified portfolio could help finance part of your retirement.