Life’s next adventure is waiting.

Start planning for your retirement with
Cohen Financial Group, Inc.

Life’s next adventure is waiting.

Start planning for your retirement with
Cohen Financial Group, Inc..

Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.

Cohen Financial Group, Inc. is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.

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Planning Process

Retire with Confidence.

Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.

Start Smart

Apply Discipline

Communicate Progress

Start Smart

Get a Clear Understanding of Your Financial Life

First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.

Six Fundamental Financial Planning Considerations

Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.

Longevity

Outliving financial assets as the result of a longer life

Liquidity

Limited access to assets to meet life’s unexpected financial needs

Inflation

Reduction in real purchasing power as the result of increasing cost of living

Market

Unexpected reduction in the value of financial assets at the time of withdrawal

Mortality

Loss of financial assets as the result of a partner’s or spouse’s death

Taxes

Decreasing income and assets and/or the impairment of legacy assets from increasing taxes

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Apply Discipline

A Retirement Strategy Designed for You

Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.

College Funding

Make the investment in your child or grandchild’s future with the gift of collect education through life insurance.

Income Planning

Design an income plan that delivers dependable income and financial security throughout your retirement.

Long-Term Care Planning

Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.

Legacy and Estate Planning

Protect your estate and loved ones from unnecessary taxation and probate with proactive estate plannings strategies.

Retirement Savings Optimization

Increase you or your loved one’s future retirement income with a tax-efficient, capital leveraging strategy.

Social Security Optimization

Understand the benefits you are entitled to and how to maximize Social Security income in retirement.

Tax Planning

Establish tax planning strategies today for greater tax efficiency and financial flexibility later in retirement.

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Apply Discipline

A Retirement Strategy Designed for You

Next, we design a retirement strategy that actively works to optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.

 

College Funding

Make the investment in your child or grandchild’s future with the gift of collect education through life insurance.

Income Planning

Design an income plan that delivers dependable income and financial security throughout your retirement.

Long-Term Care Planning

Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.

Legacy and Estate Planning

Protect your estate and loved ones from unnecessary taxation and probate with proactive estate plannings strategies.

Retirement Savings Optimization

Increase you or your loved one’s future retirement income with a tax-efficient, capital leveraging strategy.

Social Security Optimization

Understand the benefits you are entitled to and how to maximize Social Security income in retirement.

Tax Planning

Establish tax planning strategies today for greater tax efficiency and financial flexibility later in retirement.

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Communicate Progress

Our Commitment to You

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.

  • Annual Review

  • Monthly Newsletter
  • Client Portal

  • Educational Events

  • Client Events
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Team

Read about the advisor and staff and learn the history of the business. See contact information for each person and click to email or call individuals in the business.

Harry Cohen CLU, ChFC, Founder and President

Cohen Achieves Prestigious Top of the Table MDRT Qualification Park Ridge, IL (Sept 18, 2023) – Harry Cohen, CLU, ChFC. in New York, NY has qualified for Top of the Table, a coveted milestone achievement for their membership in the MDRT. Cohen’s membership equips him with tools and resources to better serve their local community. Cohen is a 41-year MDRT member with 22 Court of the Table qualifications and 19 Top of the Table honors.

Top of the Table is an internationally recognized mark of excellence reserved for the most successful in the financial services industry. This places Cohen among the top professionals in the intensely competitive global life insurance and financial services industries.

Mr. Cohen is a Life Underwriter Training Council Fellow, a Registered Financial Consultant, a Certified Estate Planner, a Certified Annuity Specialist, Certified in Long Term Care, and holds the Chartered Life Underwriter, Chartered Financial Consultant, and The Chartered Advisor in Senior Living designations from the American College. He is also a 1978 Magna Cum Laude graduate of Bryant College.

Mr. Cohen’s expertise is in life insurance, family retirement planning, estate planning, business succession planning, college education planning and long term care planning. “Top of the Table is comprised of the best and brightest professionals our industry has to offer,” said MDRT President Regina Beodya, CLU. ChFC. “MDRT hopes to continue to foster a culture of excellence and encourage members to grow both personally and professionally.”

Since 1927. MDRT has been committed to providing its members with a unique mix of networking and resources to help them gain new and unique insights to better serve clients’ individual needs. Working with an MDRT member connects clients not only to a highly credible and leading financial advisor but also to an unmatched global network spanning 69 nations and territories around the world.

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Resources

Featured Financial Articles.

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