Cooney Financial Advisors, Inc is a family owned, independent, fee only financial advisory firm, founded in 1987. Our purpose is to help you and your family enjoy the lifestyle you prefer, while planning and working toward the lifestyle you envision in retirement. Our mission is to help you organize your financies and help you make the puposeful decisions needed to avhieve your goals.
Since we come from an accounting background, we have a unique perspective to the advice we give. We understand the impact taxes have on all financial decisions and how integrating that knowledge can make the difference in your planning. In addition, our strong knowledge of 401(k)s, IRAs, and rollovers will help you navigate through those treacherous waters. We look forward to using our experience and expertise to get you on the path to your dream retirement!
Please call or email us if you want to know more about our firm or how we can help you accumulate the money you need to live the retirement lifestyle you deserve. As an independent firm, our focus is always on providing you with the best, unbiased financial advice.
As with most things in life, being organized makes decisions simpler. Your financial life is no exception.
When working with you, one of the first steps, is to help you organize your finances. We use sophisticated technology to keep your information up to date allowing us to provide comprehensive lifestyle planning.
A Timely Warning To Long-Term Investors
The U.S. tax code can be loaded with booby traps for unwary investors, but your advisers can help you avoid the dangers and reap potential tax rewards. Here are seven enticing incentives to consider:
Many retirees, worried that they'll outlive their savings, are turning to fixed and variable immediate annuities, both of which can guarantee a lifetime of income. But beware of their fees and susceptibility to inflation.
Even the best-laid plans can go astray if you get divorced from a long-time spouse. Especially if you go your separate ways after raising children and acquiring property together, your estate plan may need to be revised, and pronto.
1 Eves Drive,Suite 111
Marlton, NJ 08053