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.
Major Changes To Estate Tax
The Tax Cuts and Jobs Act of 2017 will be signed by President Donald Trump by week's end. The changes to the U.S. tax code will affect all Americans. The changes go into effect January 1, 2018, making the dwindling days of 2017 your last chance to act to minimize your tax bill in light of the new law. Here are the major immediate and longer term implications to family wealth and suggestions for what to do right now.
Suppose that you've done your homework and you have good reason to believe the price of a particular stock is about to fall.
You've worked hard to achieve success in business and your personal financial life.
3 Eves Drive,Suite 300
Marlton, NJ 08053