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.
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Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
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What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Five phases to changing unhealthy behaviors.
Even low inflation rates over an extended period of time can impact your finances in retirement.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
As our nation ages, many Americans are turning their attention to caring for aging parents.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The decision whether to buy or rent a home may have long-term implications.
A quick history of the Federal Reserve and overview of what it does.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Investors seeking world investments can choose between global and international funds. What's the difference?
Have you explored all of your choices when it comes to managing your taxable income?