Crafting Your Financial Future Together

Financial advisor giving advice

After over 30 years in business, one thing we’ve learned is that every financial situation is unique. Like many firms, we offer a full array of services designed to help you secure the future you desire. What sets us apart is our experience, our personal financial planning knowledge and our dedication to client satisfaction.

We take the time to understand your goals and map a realistic course to achieve them, giving you options and alternatives along the way.

Our Customized Financial Services

401(k) Rollovers.

We can help you move your 401(k) from a previous employer into an IRA. With an IRA, you have the freedom to select from a wider range of investments than most employer-sponsored plans typically offer. A rollover consolidates accounts and maintains potential for tax-deferred growth. And when all of your retirement savings are in one place, it’s easier to manage your accounts and monitor your progress.

Retirement Planning.

Secure retirement isn’t a thing of the past. No matter where you are in life, we can provide the financial guidance, tools and services you need to prepare for retirement on your terms.

College Savings.

Adjusting for inflation, the average cost of tuition and fees at four-year public institutions has increased nearly 51 percent in the last 10 years. These costs will almost certainly continue to rise, which makes saving for higher education even more important. We can help you determine how much you’ll need and implement a strategy to have it saved by the time your kids are ready for college.

Life Insurance.

If you have loved ones who count on you for financial support, you should carry life insurance. We can help you determine how much insurance you need and also help you find the best insurance rates.

Wealth Management.

We work closely with our clients to evaluate and understand their unique risk profile. Then, we use our deep understanding of the markets to handpick investments that will help them meet their personal financial goals.

This gives our clients confidence and more time to focus on what matters most to them, such as family, friends, hobbies, health and their career.


Inheritance can come in different forms, resulting in a significant addition to one’s wealth. However, additional wealth comes with additional tax, insurance and estate planning implications.

At Cosner Financial Group, we will help you strategically navigate these emotional times to make informed financial decisions based on your unique goals, while continuing the hard-earned legacy of your decedent.

Estate Planning.

Planning for the unexpected through Estate Planning is crucial to ensuring your life’s work and legacy is efficiently passed on to those that matter most to you. Without an estate plan, you run the risk of having a court decide the fate of your assets through a probate.

Intentional Estate Planning can help minimize your beneficiaries financial stress and maximize their inheritance. At CFG, we will use our knowledge and expertise to help you design the best plan for the legacy you wish to leave behind.

Another angle of the Cosner lobby

Additional Services.

We also work with charitable trusts, nonprofit organizations and endowments to help trustees minimize liabilities and ensure their ability to produce reliable distributions.

Unsure of how Cosner Financial Group can help you reach your financial goals? We offer free consultations, so give us a call today to schedule a meeting.

Looking for our Business Financial Service offerings? Click here.

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