Personalized, goals-based ADVICE & investing for healthcare practitioners
You’re an individual with unique needs, goals, and aspirations – Don’t settle for investment solutions that are designed for the ‘average investor’
UNLOCK YOUR RETIREMENT POTENTIAL WITH ADVICE FOCUSED ON YOUR LIFE GOALS & ASPIRATIONS
Retirement Plan Advisory
We specialize in highly personalized retirement plan solutions that address each participant’s unique needs, goals, and behavioral attributes. Our solution is simple to setup, integrates with most payroll systems, and is fully customizable.
Retirement Income Advisory
Psychology-based retirement income planning that uncovers your retirement funding preferences to match your style, needs, and tolerance for risk – using the most optimal implementation approach that suits your personality.
Investment Management
We are an ETF model-based practice. The path to a successful retirement involves aligning your aspirations, risk tolerance, investment horizon, and most importantly reigning in investment costs. We build personalized ETF models that resonate with your unique financial journey to help you achieve your goals & dreams.
A FOCUS ON YOUR LIFE GOALS
With goals-based investing, the focus shifts from abstract portfolio returns to the tangible outcomes that truly matter to you – start with the “why” behind your investments to:
- Align your investments with your life goals
- Measure progress towards specific milestones
- Receive personalized guidance from our wealth experts
- Enjoy the peace of mind that comes with a clear plan
Crafting Your Ideal Portfolio
We are an ETF model-based practice. ETFs afford investors a rich diversity of investment exposures at very low cost, along with greater transparency and liquidity. The path to a successful retirement involves aligning your aspirations, risk tolerance, investment horizon, and most importantly reigning in investment costs. We build personalized ETF models that resonate with your unique financial journey.
Wealth Management Doesn’t Have to be Scary
From retirement planning, investment strategies, tax optimization, to estate planning, we offer personalized solutions tailored to your unique circumstances.
Address
2325 E. Camelback Rd., Ste 400, Phoenix AZ 85016
Phone
(480) 364-7401
We specialize in personalized retirement solutions for small & mid-sized businesses, the self-employed, and individual investors in healthcare.
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experience of our firm & financial advisers
LEGAL DISCLOSURE
Cognis Group is a State registered investment adviser, pursuant to the Investment Advisers Act of 1940, as amended, with principal offices in Scottsdale AZ. Cognis Group and its representatives are in compliance with the current filing requirements placed upon registered investment advisers by those states in which it maintains clients. A copy of our current written disclosure statement (Form ADV-Part 2) discussing business operations, services and fees is available upon request or may be downloaded here.
This website does not constitute an offer to provide investment advisory services in any jurisdiction in which such offer would be unlawful under the securities laws of such jurisdiction. The information contained on this site is for informational purposes only and should not be construed as financial, investment, legal, tax, or other advice. By accessing this website, you agree to be bound by the above terms and conditions.
Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure website.