Office: 856-988-0688   ♦   Toll-Free: 800-755-7526

3 Eves Drive | Suite 300
Marlton, NJ 08053

info@cooneyadvisors.com

Cooney Financial Advisors, Inc Facebook   Cooney Financial Advisors, Inc Twitter   Cooney Financial Advisors, Inc LinkedInTom   Cooney Financial Advisors, Inc LinkedInSean
Jane Bond: Infiltrating the Market Should I Invest In REITs? What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way

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:

Estate Planning

Reviewing your estate plan and working with your attorney if necessary to update and modeify as needed.

Read More...

Tax Planning

Working to maximize after-tax gains, minimize losses, and structuring your portfolio with your individual situation in mind.

Read More...

Investing

Develop a personalized portfolio that helps protect your assets and work towards your financial goals.

Read More...

Wealth Preservation

We strive to preserve your wealth and maintain your quality of life as you reach or continue into retirement.

Read More...

Lifestyle Planning

Help set realistic, achievable savings goals to help live the lifestyle you want.

Read More...

Insurance Planning

We can work with you to help protect assets against fincnaial loss due to death, disability or personal liability.

Read More...

 

Helpful Content

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

 

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

View all articles arrow

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

View all videos arrow