WHO WE SERVE
Healthcare 401(K) & 403(B) PLANS
We partner with small-to-midsize employers in healthcare (1 – 1,000 employees), to deliver personalized, goals-based retirement solutions with a focus on participant retirement-readiness. We provide plan-sponsors with the fiduciary advice and support that you need to achieve your plan objectives, meet your fiduciary obligations, and to empower your plan-participants to achieve superior retirememt outcomes consistent with your operational realities.
Typical clients we serve:
- Private Hospitals
- Medical Device Suppliers
- Outpatient Care Centers
- Surgical Clinics
- Medical & Diagnostic Labs
- Diagnostic Imaging Labs
- Behavioral Health Practices
- Offices & Clinics of physicians, dentists, optometrists, podiatrists, & chiropractors
Key Features:
- Personalized Onboarding
- Managed Account Program/QDIA
- Advisor-Managed Accounts
- In-Plan Income Solutions
- Automatic Rollovers
- Personalized Participant Engagement
INDIVIDUAL HEALTHCARE PROFESSIONALS
As a healthcare professional, your career is anything but ordinary – irregular schedules, high stress, and fluctuating income make it a constant challenge to plan for the future.
With our personalized wealth managenent solutions, you are in good hands to achieve and protect the financial security you’ve worked so hard for.
We serve individual healthcare professionals, such as:
- Advanced Practitioners (PA, APRN, CNS)
- Nurse Practitioners
- Registered Nurses
- Licensed Practical Nurses
- Pharmacists
- Radiologists
- Psychologists, Therapists, Counselors, & Social Workers.
Key Benefits:
- Holistic strategies to grow and protect your wealth
- Tax planning & advisory
- Advisor-managed 401(K) & 403(B) accounts
- Debt management strategies
- Estate planning and other unique challenges
- Transitioning seamlessly into a fulfilling retirement
SELF-EMPLOYED PRACTITIONERS
As an independent practitioner or healthcare-preneur, you face unique financial challenges, such as irregular income, complex taxes, and planning for your retirement. These complexities can be overwhelming without the right support.
Our personalized, goals-based wealth management and business advice can empower you to take control of your entrepreneurial journey and financial future. We’re here to help you navigate the financial aspects of practicing medicine on your own terms, so you don’t have to do it alone.
Key Benefits:
- Optimize cash flow to weather income ups and downs
- Minimize taxes through strategic planning
- Plan for retirement, emergencies, and major purchases
- Plan your business exit and succession
- Gain clarity on your full financial picture
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.
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.