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Cowan & Kohne Financial Planning

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 Planner™ 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 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[bl 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