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.
Investment Wisdom At A Poignant Moment In History
When should you start saving for retirement? There's no time like the present, whether you're fresh out of school or in the middle of your career. And even if you haven't been able to set aside much, if anything, during your main working years, realize that it's never too late to begin.
If you have one or more children in college, or your offspring will be heading to college or university soon, you already know about the ever-rising cost of higher education. It's not unusual for a year at an elite university to cost $50,000 or even more. Suppose you have three children who
Everyone knows it's important to save for retirement. But what are the best ways to do it while minimizing the impact of taxes on your savings? These seven practical strategies can help:
1 Eves Drive,Suite 111
Marlton, NJ 08053