What We Do
Retirement Plan Advisory
Unlock the power of our 401(k) plan advisory solution to elevate your employee benefits, drive long-term business success, and set your empoyees up for retirement success.
- Custom & personalized plan design
- Fiduciary support to manage legal and compliance risks
- Managed account program
- Personalized participant enrollment & ongoing engagement
Offering a quality retirement plan can be a game-changer. Not only does it help you attract and retain top talent, it also demonstrates your commitment to your team’s financial well-being.
Investment Management
Tired of feeling lost in the maze of investing options? It’s time to take the reins and invest with purpose. Introducing goal-based investing – the revolutionary approach that aligns your money with your most cherished ambitions.
- Clarify your specific financial goals and timelines
- Build a personalized investment portfolio to maximize your chances of success
- Receive ongoing guidance and adjustments to keep you on track
- Experience the fulfillment of watching your investments fuel your dreams
Stop settling for generic investment plans and start investing with intention today.
Retirement Income Advisory
Worried your retirement savings won’t go the distance? Retirement income planning is your blueprint for a fulfilling, financially secure future.
- Maximize your income streams in retirement
- Minimize taxes, fees, and market risk
- Customize a plan tailored to your unique needs
- Enjoy a worry-free, financially stable retirement
Retirement is a major life transition, and getting your finances right is crucial. Our retirement income planning service takes the guesswork out of this process, developing a personalized roadmap to generate the steady, reliable income you need to live your best post-work life.
Comprehensive Financial Planning
Take the guesswork out of your financial future. Our comprehensive goal-based financial planning service is your roadmap to achieving your dreams.
- Personalized plan tailored to your unique goals and needs
- Detailed cash flow analysis to optimize your spending and savings
- Tax planning strategies to maximize your returns
- Ongoing monitoring and adjustments as your life evolves
With our goal-based approach, you’ll have a clear path to reach your financial milestones, whether that’s buying a home, starting a family, or retiring comfortably. Our team of certified financial planners will work closely with you every step of the way, providing the guidance and support you need to turn your vision into reality.
Tax Planning & Advisory
Paying taxes is inevitable, but overpaying doesn’t have to be. Take control of their financial future by partnering with us, to take the stress and guesswork out of tax planning, Leverage our tax advisory services to structure your investments, leverage deductions and credits, and make the most of every tax season. Stop leaving money on the table – take control of your taxes and watch your portfolio grow.
Discover the insider secrets to tax planning for investment success.
- Legally minimize your tax burden
- Maximize your investment returns
- Protect your wealth from the taxman
- Proven strategies from financial experts
- Simple steps to optimize your taxes
Financial Education & Wellness
Discover the path to financial freedom with our personalized education and wellness program.
- Tailored learning plan to address your unique financial situation
- Engaging video lessons and interactive activities
- One-on-one coaching sessions with certified financial experts
- Ongoing support to keep you motivated and accountable
This isn’t your typical financial advice. Our program goes beyond generic tips to provide a truly personalized experience. We’ll help you understand your money mindset, develop sustainable habits, and make informed decisions to reach your goals.
Stop feeling stressed and start feeling empowered. Improve your financial well-being and watch it spill over into every aspect of your life.
Goal-based Investing
We help you take a more intentional, purpose-driven approach to achieving your life goals. Stop investing for the sake of investing, and start aligning your portfolio with the life you want to live.
Our goal-based investing approach shifts the focus from abstract portfolio returns to the tangible outcomes that truly matter to you – whether that’s a comfortable retirement, funding your children’s education, or building generational wealth.
Get STarted With A Free Consultation
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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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.