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

3 Eves Drive | Suite 300
Marlton, NJ 08053

info@cooneyadvisors.com

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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.

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Tax Planning

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

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Investing

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

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Wealth Preservation

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

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Lifestyle Planning

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

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Insurance Planning

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

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Helpful Content

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

 

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Your Cash Flow Statement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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.

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