Thomas Cohen

Retirement Planning

Don’t stress about retirement – look forward to it! Together we can develop a retirement plan to help ensure you meet your needs and goals, living out the lifestyle you envision.

Financial Planning

No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.

Retirement Income

Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task, but we're here to help every step of the way.

6 Strategies for Concentrated Stock Positions

Holding concentrated stock positions can often mean more complexity and potential investment risks. Here are six strategies to help protect and diversify your portfolio.

Navigating Volatile Markets during Pre and Post Retirement

Market volatility can be concerning when nearing or in retirement. However, it's important to focus on your long-term objectives rather than reacting to market fluctuations. Read more about some strategies to help give you peace of mind.

June Investment Perspectives

In this edition of Investment Perspectives, our Investment Strategy Group discusses how manufacturing and services data helps to find direction in the market and what the fixed income markets are saying about economic growth.

Is a Securities-Backed Loan Right for You?

Securities-backed loans can be helpful for large transactions that happen from time to time such as purchasing a vacation home, remodeling a kitchen, or covering wedding expenses.

What Should Investors Focus On Right Now?

Investors are paying attention to how their portfolios are responding to inflation and rising interest rates. However, we believe the U.S. economy continues to show positive growth

June Investment Perspectives

Finding direction with manufacturing and services data, fixed income & economic growth, and issues facing stocks this summer.