Cooney Financial Advisors, Inc is a family owned, independent, fee only financial advisory firm, founded in 1987. Our purpose is to help you and your family enjoy the lifestyle you prefer, while planning and working toward the lifestyle you envision in retirement. Our mission is to help you organize your financies and help you make the puposeful decisions needed to avhieve your goals.
Since we come from an accounting background, we have a unique perspective to the advice we give. We understand the impact taxes have on all financial decisions and how integrating that knowledge can make the difference in your planning. In addition, our strong knowledge of 401(k)s, IRAs, and rollovers will help you navigate through those treacherous waters. We look forward to using our experience and expertise to get you on the path to your dream retirement!
Please call or email us if you want to know more about our firm or how we can help you accumulate the money you need to live the retirement lifestyle you deserve. As an independent firm, our focus is always on providing you with the best, unbiased financial advice.
As with most things in life, being organized makes decisions simpler. Your financial life is no exception.
When working with you, one of the first steps, is to help you organize your finances. We use sophisticated technology to keep your information up to date allowing us to provide comprehensive lifestyle planning.
Looking Back At A Very Eventful Year
Barring any unforeseen circumstances, the 3.8% Medicare surtax is here to stay.
How much have you thought about the legacy you'll leave behind? Some people lovingly plan their estates, poring over details, involving family members, and making sure everyone knows what to expect. It's much more common, though, to avoid the subject, tending only to the basics-your will, a little tax planning. If you do that, however, you never really come to grips with questions of not only what you'll bequeath to whom, but also how you want to be remembered, and what life lessons you'd like to pass along to your loved ones.
Ever think about buying a business franchise? There are as many good reasons for not doing it as there are for taking the plunge.Franchises are everywhere. There are literally thousands of franchises available in the United States, from Subway, McDonald's, Wendy's, and Burger King to Jiffy Lube,
3 Eves Drive,Suite 300
Marlton, NJ 08053