Tag: wealth management
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Trust & Transparency: Why Hire a Chicago Fee-Only Financial Advisor
One phrase should stand out when you think about managing your money: trust and transparency. Trust and transparency are twin cornerstones in wealth management, particularly...
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Reassessing the Relationship with Your Chicago Financial Advisor
Like any important relationship, your connection with your financial advisor should hinge on mutual respect and trust with a shared vision of your financial future....
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Grow Your Wealth by Giving: The Tax Benefits of Family Gifts
A frequent question we field from people we meet is, “Can you gift money to family members tax-free?” The answer is a resounding yes! This...
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Cogent Conversations: A Personalized Wealth Management Approach for High Achieving Individuals and Their Families
As high-income earners and high achievers, you’re no stranger to the complexities of managing, growing, and protecting your wealth. But what sets Cogent Strategic Wealth...
Success should be a reward - not an obstacle
Your ambitions and struggles are unique, so our wealth solutions go beyond the conventional – they reflect your needs and wants.