VERG

Hadley Financial Group

James D. Cohen, Financial Advisor

jcohen@hadleyfinancialgroup.com

802.651.1113
550 Hinesburg Road
South Burlington, VT 05403

Jim’s role is to provide the planning and resources to help resolve the tax, financial and personal issues of asset protection, business succession and wealth transfer.  His work focuses on the following:

  • Growth:  How to maximize the value of the family assets.
  • Security: How to protect the value of family assets against risk.
  • Continuity: How to help sustain the value of family assets over the generations.

His scope of work includes:

INVESTMENT ADVISORY SERVICES:

  • Wrap-Fee Accounts
  • Fee based Financial Planning
  • Third Party Money Manager
  • Money Management Programs – Individually Managed Portfolios

BUSINESS PLANNING FOR:

  • Buy-Sell Funding
  • Defined Compensation
  • Succession and Exit Strategies
  • Executive Bonus
  • Key Person Protection
  • Qualified Plan Funding
  • Voluntary Payroll Deduction Program

PERSONAL PLANNING FOR:

  • Estate Conservation
  • Asset Accumulation
  • Retirement Income Needs
  • Charitable Giving
  • Life Insurance
  • Long-Term Care Insurance