Services

Cohesion Wealth Advisors, LLC focuses on the planning and management of clients' needs. Our services include:

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

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

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

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

Office:	(214) 528-0949
Fax:	(214) 528-1793