We like to offer you the right financial services that you need and want, and not waste your time and money on information or services of excess. With that being said, our financial services range from creating with you your own financial plan, or a retirement investment plan. We also offer personalized financial coaching and to bring it all together, we offer investment advisor services where we can help you by researching, analyzing, and monitoring your investments for you.
We feel a financial plan is the backbone of any good personal investment intention. After all, who would think about going on vacation without knowing their destination? That's how many people treat their own financial plan. They all want a plan but they have no idea where it's going. Let us help give you a solid direction that fits your needs and wants.
(BTW, most people spend more time planning a vacation than their own financial future!)
Financial Coaching is an excellent way to increase your financial literacy and your understanding of finance, economics or any financial area to which you'd like to pay particular attention. Financial coaching goes beyond planning in that it can help you put together all the information you need for a plan. Financial Coaching will address your specific questions and issues in a one-on-one setting in-person, online, or over the phone.
Through Cogent Independent Advisors, Inc. we research, analyze and monitor your investments so you don't have to.
If you know your plan but would rather have someone else research, analyze, and monitor your assets, then let us. I will take the chore out of researching, analyzing, and monitoring your assets. Put your assets into our experienced care. I strive to help you meet your needs, timetables, desires with a plan that can easily be outlined and put into action. Letting us use our Investment Strategies to work for you is another way you can complete your financial plan.
All written on this site is for information purposes only. Opinions expressed herein are solely those of Cogent Independent Advisors, Inc. and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your Registered Investment Advisor in the State of California. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. none of them are photographs of current or former clients. The should not be construed as an endorsement or testimonial from any of the persons in the photographs.
Copyright © 2017DeborahWEllis