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The Complete Guide to Advisor Managed 401K Plans: Expert Oversight for Your Retirement Future
While 88% of Americans view retirement savings as a critical financial priority, only about one-third feel confident about their investment decisions. Enter the Advisor Managed 401K Plan – a sophisticated solution that's revolutionizing how employees approach...
Fiduciary Advice For The Self-Employed
Unlock the potential of your self-employment with tailored financial strategies designed to secure your future.Being self-employed comes with unique financial challenges, from managing irregular income streams to planning for retirement without an employer-sponsored...
Personalized Retirement Solutions: Tailored Just for You
Unlock a future of financial stability and peace of mind with our innovative retirement planning solutions tailored just for you.Our new personalized retirement planning service is designed to help you achieve your retirement goals with precision and confidence. By...
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.