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Reuniting You and Your Money

Welcome to the inaugural episode in our new Cogent Strategic Wealth video series - Cogent Strategies in Action.

In today’s video, founder and CEO Michael Evans relates how he’s faced the same frustrations you may have when facing a disconnect between your greater goals, and the many tools you call on to achieve them – from investment portfolios to life insurance policies.

How do you bridge the gap? In sharing our passion for helping families realize their ideal lifestyle, we often turn to a special resource we’ve got hidden in plain sight: our own humanity. In other words, we’ve been there too.

We hope you’ll check out today’s video and future installments for more inspiring ideas.

BRIDGING THE GAP BETWEEN GOALS AND RESOURCES BEGINS WITH A PHONE CONVERSATION