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Investing Made Simple for Healthcare Practitioners: The Case for an ETF Model-Based Approach
Build your wealth efficiently, so you can focus on what matters most—your patients! Introduction Healthcare practitioners face unique financial challenges and opportunities due to demanding careers, irregular income patterns, and limited time for active investment...
Common Behavioral Biases and How to Moderate Them for Financial Success: Essential Insights for Healthcare Practitioners
Navigating retirement planning can be especially challenging for healthcare practitioners due to demanding work schedules and a tendency to focus attention on others before themselves. Recognizing and moderating common behavioral biases—such as overconfidence,...
Strategies For Diversifying Income Streams: Practical Approaches Nurses Can Use
Nursing offers a steady paycheck, but you may want more security and flexibility in your finances. Diversifying your income streams can help you build stability and reach your financial goals, even if the economy or workplace changes unexpectedly. By...
Making the Case for Guaranteed Income Strategies in Forward-Thinking Retirement Income Planning Across All Income Levels
Retirement planning requires strategies that offer stability and predictability, regardless of income level. Guaranteed income strategies provide a reliable financial foundation by ensuring a steady stream of payments, which can protect retirees from market...
Forward-Thinking Retirement Income Planning: How to Secure a Sustainable Retirement Income
Meta Description:Discover the benefits of forward-thinking retirement income planning. Learn how to create a sustainable income strategy that protects against inflation, market volatility, and tax risks to secure your financial future. What Is Forward-Thinking...
Balancing Student Loan Repayment and Investment Goals: Tips for Medical Professionals
As a medical professional, you’ve invested years in education and training to build your career. However, with that investment often comes a significant burden: student loans. Balancing the repayment of these loans while also investing for your future can feel...
The Role of Insurance in Your Goals-Based Financial Plan: A Guide for Healthcare Practitioners
As a healthcare practitioner, you understand the importance of protecting your patients’ health. But have you given enough thought to protecting your own financial health? Insurance is a critical—but sometimes overlooked—component of a comprehensive, goals-based...
An All-ETF Fund Lineup Paired with Advisor-Managed Accounts as the QDIA: A Guide for Plan-Sponsors
As a plan sponsor, selecting an investment lineup and default investment option (QDIA) that best serves your participants is critical. An all-ETF fund lineup combined with advisor-managed accounts as the QDIA is an increasingly popular approach that leverages the...
Investment Mistakes Commonly Made by Healthcare Practitioners and How to Avoid Them
Healthcare practitioners dedicate their lives to caring for others, but when it comes to managing their own investments, many face unique challenges. Long work hours, late career starts, and complex financial situations can lead to costly investment mistakes....
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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