Goals-based ADVICE & investing for healthcare practitioners
You’re not an average investor — why settle for average investment options?
Personalized Investment Solutions designed to meet your unique financial needs, goals, and aspirations. Whether you’re planning for retirement, building wealth, or preserving capital, we tailor an investment strategy that is as unique as you are.
Our goal-based guidance and tailor-made investment management provides you with a plan that adapts to your changing needs, ensuring you remain on course to achieve your life goals.
Say goodbye to one-size-fits-all investing and embrace a solution built just for you.
ADVICE, strategies, & investments FOCUSED ON YOUR LIFE GOALS
Retirement Plan Advisory
Retirement success demands solutions that meet each participant’s unique needs and preferences. We harness technology to deliver a hyper-personalized experience for each client that we serve.
We cost effectively drive retirement readiness through personalized engagement, goals-based advice, and individualized investments.
Goals-Based Financial Planning
We offer a more holistic, more personal, and more engaged goals-based approach to financial planning. Rather than aim for some abstract ‘be-all and end-all ‘ objective, that you may never accomplish, we focus on what matters to you most- your personal life goals— then create a custom and actionable plan to realize them.
Investment Management
We are an ETF model-based practice. Our main objective is to provide our clients with low cost, tax efficient, and broadly diversified 3–dimensional market exposure to help you realize your life goals. The path to financial success is to cost-efficiently align your goals, risk tolerance, and investment horizon.
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.
BRINGING THE FUTURE INTO THE PRESENT
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 Phoenix 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.