Customizing Your Financial Future

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What happens when the realization dawns that ‘some day’ is now and you no longer have years ahead to plan for your retirement security? Making sound financial decisions is a difficult task. Where do you turn for help?

Now’s the time to look to a trusted advisor to help navigate your financial future.

The credentialed planners at Cowan & Kohne offer their 75-plus collective years’ experience to guide individuals in charting a course toward achieving financial goals. Clients value this firm as a reliable wealth resource manager due to the advisors’ multi-disciplinary competencies, approachability and willingness to listen.

Founded in 1978 by Bob Cowan, one of the first CERTIFIED FINANCIAL PLANNERTM professionals (CFP® professionals) in Gwinnett County, and Chris Kohne, along with associates Charlotte Cowan Geletka and Scott Braswell, Cowan & Kohne are investment and income security specialists who have built their practice by consistently demonstrating the highest standards of integrity
and professionalism.

“We sit on the same side of the table as you, taking reasonable actions to better understand your circumstances and goals,” says Cowan.

Through a collaborative team approach, the Cowan & Kohne advisors always consider your individual needs, concerns and desires, placing these at the center of any course of action. They also play a vital role in helping convert your wealth management blueprint into reality – offering a range of investment and financial solutions, if needed.

Developed with your input and direction, your tailored, comprehensive plan puts you in the driver’s seat and in control of your financial future – be it a multi-faceted strategy or select solutions for targeted areas of concern.

For nearly four decades, many in the Gwinnett community have come to know and develop a relationship with Cowan & Kohne. The firm also represents Lincoln Financial Group as one of the authorized record keepers of Gwinnett County Public Schools’ 403(b) and 457 Deferred Compensation supplemental retirement program. Over the years, thousands of Gwinnett educators have depended upon Cowan and Kohne for their retirement planning. 

Whether you’re just starting this journey or already on a path that needs coordination with other professionals – an attorney, accountant, insurance agent/broker – you can be
assured your Cowan & Kohne advisors will offer a forward thinking, personal approach
that maintains your priorities and goals as the guiding factors in the planning and implementation processes.

Your financial retirement decisions can be the most important ones of your life.
Cowan & Kohne advisors can help bring confidence
to your retirement road map.

Set up a complimentary concept interview today by calling 770-962-2082.

450 Old Peachtree Road NW, Suite 104
Suwanee, GA 30024

Registered associates of Cowan & Kohne Financial Planning are registered representatives of Lincoln Financial Advisors Corp. Securities and investment
advisory services  offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln
affiliates and other fine companies. Cowan & Kohne Financial Planning is not an affiliate of Lincoln Financial Advisors Corp. CRN-1217746-060415
*Licensed, non-practicing

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