Personalized Retirement Solutions
You’re an individual with unique
needs, goals, and dreams – Don’t settle for
retirement solutions that are designed for
the ‘average investor’
It’s Never Too Soon To Start Saving For YOUR RETIREMENT
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.
Evolving with Monitoring and Rebalancing
Your financial voyage is an ongoing process. Regular evaluations of your investment portfolio is pivotal to ensuring alignment with your objectives. We monitor market fluctuations periodically and rebalance your invetsments to maintain optimal risk and return trade-offs.
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.
Money Management Doesn’t Have to BE Scary
We specialize in personalized retirement solutions for small businesses, the self-employed, and individual investors.
Research the background and
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.