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
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Making the most of surprises is a great reason to work with us.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
When it comes to generational differences, knowing the facts can be difficult.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A change in your mindset during retirement may drive changes to your portfolio.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you have causes that you want to support with donations?
A bucket plan can help you be better prepared for a comfortable retirement.
An amusing and whimsical look at behavioral finance best practices for investors.
This short video helps explain why markets can be as unpredictable as the weather.