NURSES
A thoughtful financial plan serves as a valuable guide, providing the clarity and insights needed to work towards achieving your most important life goals. Whether that means saving up to purchase a home, setting aside funds for your children’s education, or having the financial backing to start your own business venture, a detailed plan can help you steadily progress towards those meaningful milestones.
Plan Ahead. It’s Never Too Soon.
Yes, a solid personal financial plan can help you work toward your life goals, whether that’s buying a house, saving for your children’s education or starting a business. But it can also reduce financial anxiety and boost your confidence.
Life’s full of Surprises. Set financial goals.
Financial security isn’t just about finances. Life is full of change, both positive and negative, but having a financial plan can help you feel prepared to handle evolving and uncertain circumstances as they arise.
Frequently Asked Questions
Do you offer a free consultation?
Yes, to set up your free one-on-one investment consultation with one of our Advisors call (480) 364-7401 or schedule a free zoom call at: https://calendly.com/cognisgrp
What is fiduciary responsibility and why is it important?
A fiduciary is “a person or organization that acts on behalf of another person or persons to manage assets.” A fiduciary owes to that other entity the duties of “good faith” and trust. Being a fiduciary requires being bound ethically and legally to act in the other party’s best interests. A fiduciary is required by law to put the client’s best interests above his/her own.
What is financial planning?
Financial planning is the process of seeking to meet your life goals through the proper management of your finances. Financial planning helps you make advance provision for financial needs that will arise in the future. The objective of financial planning is to ensure that the right amount of money is available in the right hands at the right point in the future to achieve an individual’s life goals.
What should I look for in a financial advisor?
A financial planner works for you. His or her loyalty should be to the client, not the product(s) he or she is trying to sell. We feel that being truly independent is the best way to give clients objective advice. As independent advisors, we do not have limitations or requirements to use any specific investment product or solution; this allows us to create customized financial plans designed to provide income and growth for our clients.
What should a financial plan include?
A financial plan should include a review of your net worth, goals and objectives, investment portfolio, cash flow, investments, retirement planning, tax planning and insurance needs, as well as a plan for implementing your goals.
What type of information should I provide?
Typically, information regarding investments held, number of dependents, income and expenditure details, savings and financial planning needs, etc. The more accurate information you give, the better the quality of advice we can give you.
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We specialize in personalized retirement solutions for small businesses, the self-employed, and individual investors.
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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.