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
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The market is as unpredictable as the weather. We’d love to help you prepare.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Earnings season can move markets. What is it and why is it important?
Understanding the types of extended care services—and what those services could cost—may be critical.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
A letter of instruction provides additional and more personal information regarding your estate.
Being healthy not only makes you feel good, it may also help you financially.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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 shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn about cyber liability insurance in this entertaining video.
Have you explored all your options when it comes to managing your taxable income?
Here’s a crash course on saving for college.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
It's easy to let investments accumulate like old receipts in a junk drawer.
Explaining the SECURE Act and how the changes affect your retirement strategy.