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Making the Case for Advisor-Managed 401(k) Accounts: A Comprehensive Rationale and Guidebook for Healthcare Plan Participants
As a participant in your employer’s 401(k) retirement savings plan, you have a powerful tool to help secure your financial future. However, managing your 401(k) effectively can be challenging, especially when balancing the demands of your healthcare career and...
SMART Goals for Financial Wellness: A Framework for Measurable Success for Nurses
Nursing is a noble and demanding profession that requires dedication and resilience. Yet, many nurses face financial challenges that can add stress to already busy lives. Whether you’re just starting your nursing career, managing family expenses, or planning for...
From Scrubs to Stocks: Leveraging ETF Model Portfolios for Mid-Career Nurses: A Guide
As a nurse with over ten years of experience, you’ve dedicated yourself to caring for others and managing demanding schedules. While your professional expertise is invaluable, managing your personal finances—especially investing—may feel overwhelming or...
Achieving Financial Wellness: Why 1:1 Coaching, Personalized Education, & Adaptive Planning Tools Are a Game-Changer for Healthcare Practitioners
Executive Summary Healthcare practitioners often face unique financial challenges due to complex career trajectories, variable income streams, heavy educational debt, and demanding schedules. Traditional financial advice and generic planning tools rarely address these...
Tax-Efficient Investing with ETFs: A Comprehensive Guide for High-Income Healthcare Professionals
High-income healthcare professionals face unique tax challenges due to their elevated tax brackets and additional investment-related taxes. This guide explores how Exchange-Traded Funds (ETFs) can serve as an effective vehicle for tax-efficient investing. It covers...
Protecting Your Practice and Your Portfolio: Risk Management and Investment Planning for Healthcare Providers
Introduction Why Risk Management and Investment Planning Matter for Healthcare Providers As a healthcare provider, your primary focus is on caring for your patients and advancing your career. However, the nature of your profession exposes you to unique financial risks...
Financial Wellness and Coaching: A Guide for Travel Nurses
As a travel nurse, your career is filled with adventure, flexibility, and the rewarding opportunity to impact lives across the country. But this unique lifestyle also brings financial challenges — irregular income, frequent moves, tax complexities, and the need to...
Integrating Retirement Planning and Investment Management: ETF Model Portfolios for Healthcare Practitioners
Executive Summary Healthcare practitioners face unique financial planning challenges, balancing demanding careers with the need to prepare for a secure retirement. Integrating Exchange-Traded Fund (ETF) model portfolios into retirement accounts such as 401(k)s, IRAs,...
Balancing Risk and Reward: Designing ETF Model Portfolios for Healthcare Practitioners at Different Career Stages
Introduction Healthcare professionals often experience a demanding career trajectory characterized by long training periods, variable income growth, and significant financial milestones such as home purchases, family planning, and retirement saving. Given these...
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.
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2325 E. Camelback Rd., Ste 400, Phoenix AZ 85016
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(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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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.
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