Plan Your Finances for the Future
It’s Never Too Soon To Start Saving For THe Future
Small Business Retirement Plans
Personalized Solutions, Quick setup, Integrates with most payroll systems, Fully customizable
Investment Management
Separately managed accounts, In-plan income solutions, personalized ETF models, Portfolios tailored to individual needs, circumstances, & goals
Retirement Income Planning
Psychology-based retirement income planning to match your style, needs, and tolerance for risk – using the most optimal implementation approach to suit your personality
Money Management Doesn’t Have to BE Scary
Evolving with Monitoring and Rebalancing
Crafting Your Ideal Fund Selection
The path to the optimal retirement portfolio involves aligning your aspirations, risk tolerance, and investment horizon. Using ETFs, we craft personalized portfolios that resonate with each of our client’s goals, dreams, and unique financial journey.
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.