Services
Cohesion Wealth Advisors, LLC focuses on the planning and management of clients' needs. Our services include:
Investment Oversight Service
- Review your investments and design and appropriate a personalized portfolio
- Continual monitoring of your investments
- Periodic meetings to review and evaluate your investment portfolio
- Updates to your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
- Quarterly Statements
- Independent Advice
- Recommendations regarding positioning of investments within your employer provided retirement plans, such as 401(k)s
- Quarterly “market watch” letter detailing our firm’s research, analysis and view of the current state of the investment markets
Tax Reduction Planning
- Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
- Review of your tax situation and planning to incorporate any new tax law changes
- Complimentary consultation with your tax preparer
- Recommendations of tax solutions including tax advantaged investments
- Up-to-date advice on new tax laws that can affect your situation
Retirement Income & Distribution Planning
- Analysis of your income needs, both now and in the future
- Continual development and implementation of recommendations to fund your income needs
- Analysis of the most appropriate distribution strategy for your employer retirement plans and IRAs
- Beneficiary review of your IRAs and life insurance policies
Family Wealth Planning
- Analysis of your current estate plan and wealth transfer concerns
- Complimentary consultation with your attorney
- Assistance in transferring assets to your Trust
- Guidance with the appropriate, necessary steps in the event of the death of a loved one
Client Services & Communications
- Quarterly Newsletter to keep you apprised of the most current planning options
- Periodic reviews of accounts and life events
- Special reports on how to help reduce your taxes and other important topics
- Special events, including client appreciation events