Don’t leave your financial future to chance.
You have spent your entire life working hard to set your lifestyle at a certain level and accumulating the wealth that you have.
How will you survive the uncertainty of today’s markets? Do you have a plan on how to come out the other side with your wealth intact? COVID-19 has impacted the economy, but how will it impact your financial future? Will you be positioned well when the markets eventually recover?
If you have a financial advisor but want a second opinion, or if your family and friends need to talk to someone about their financial future, we’re here to help.
Schedule an Online Consultation
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How It Works
Step 1
Schedule a FREE 30-Minute Online Consultation
Talk with a member of our team of advisors so we can hear what success looks like for you, what your current financial plans are, and determine next steps.
Step 2
Determine The Right Steps
for Your Goals
There are numerous options available to you, but which ones work with your specific goals, values and investment style? Meet with our team either virtually or in our Chicago office to see what steps you need to take to help reach your financial goals.
Step 3
Work a Financial Plan
Tailored Specifically For You
Confidently follow a plan that helps moves you towards your financial goals. Our team is there with you every step of the way to offer advice, planning, and investment management services.
Take the first step today.
Schedule a FREE 30-Minute Online Consultation.
Schedule an Online Consultation
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Free Resource
7 Reasons why you need an Evidence-Based Strategy to achieve your financial goals.
The market is unpredictable, however, there is a mountain of data and proven practices when it comes to investing. Download this FREE PDF to see why an Evidence-Based Strategy will help bring you peace of mind when it comes to your financial future.
Download NowThe Cogent Difference
Independent Fiduciary
This means that we are on your side and being an independent advisor, we can make decisions that work for you, not mandated by a large corporation. We take our fiduciary duty seriously.
Proactive Approach
Your financial future is too important to merely react to unexpected events in your life. We look ahead and take proactive steps to help you be prepared for anything.
6-Month Money Back Guarantee
After 6 months, if you are not satisfied with the progress we have made together, we’ll refund our management fees.
Our clients look like…
Portfolio
Double Check
Will your current portfolio make it through this market volatility? Let Cogent Strategic Wealth take a second look at your portfolio and give you advice on the steps you should be taking.
Online
Consultations
Due to the social distancing standards, meeting with your advisor can be difficult. Cogent Strategic Wealth has made our team accessible through Online Consultations. Get advice on your portfolio from the comfort of your own home.
Resources for
Research
Our blogs are full of the information and strategies you need for these uncertain times. Hear from our team on what you can be doing to secure your financial future.
Family
Support
Now is a great time to look at your family financial plan, including your Estate Plan. Let Cogent Strategic Wealth help you adjust your financial plan to meet the changes in the marketplace.
Schedule NowDo you have a plan for your financial goals?
You shouldn’t have to work through your financial plan alone. The market is unpredictable and the financial options are endless. Don’t leave your financial future to chance. You need someone that not only understands you and your needs, but can also help you simplify your financial life.
Take Control of Your Financial Future
Schedule a consultation today and let the team at Cogent Strategic Wealth work with you to create a plan to help you achieve your financial goals.
Featured Resources
15 Questions to Ask Before Choosing an Advisor
