Personal Wealth Management
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Cooney Financial Advisors, Inc, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future.
If you are a successful individual looking for a financial professional, you are in the right place. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Services offered but not limited to:
Reviewing your estate plan and working with your attorney if necessary to update and modeify as needed.
Working to maximize after-tax gains, minimize losses, and structuring your portfolio with your individual situation in mind.
Develop a personalized portfolio that helps protect your assets and work towards your financial goals.
We strive to preserve your wealth and maintain your quality of life as you reach or continue into retirement.
Help set realistic, achievable savings goals to help live the lifestyle you want.
We can work with you to help protect assets against fincnaial loss due to death, disability or personal liability.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
There’s a link between debt and stress.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
When to start? Should I continue to work? How can I maximize my benefit?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
An inside look at how marginal income tax brackets work.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
When do you need a will? The answer is easy: right now.
What does your home really cost?
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How will you weather the ups and downs of the business cycle?
What if instead of buying that home, you invested that money?