My Mission Statement
About David R. Cohen, CFP®
Frequently Asked Question
Frequently Asked Questions
I welcome any questions. These are only examples:
How much risk is involved in each investment?How does the risk change over time?What are the pros and cons?Are there tax considerations?
What type of investments are guaranteed?
How should we prepare for retirement, and how much is enough?Which investments should we use first and which investments last?
How can Life Insurance and Annuities be used? Explain the different types.
How can I plan for my children's educations?
How can I include my business in my estate planning?What do I need to know about employee benefits?
What are my different options regarding my children's inheritance?
When do I need to think about Long Term Care?
What are my different options regarding taking financial care of my parents?
Find Your Perfect Fit