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JCohen Financial

James D. Cohen, Financial Advisor1
james@jcohenfinancial.com

802.652.4820
33 Blair Park Road
Suite 103
Williston, VT 05495

www.jcohenfinancial.com

Jim’s role is to provide the planning and resources to help with tax strategies2, 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 SERVICES1:

  • 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 Program3

PERSONAL PLANNING FOR:

  • Estate Conservation
  • Asset Accumulation
  • Retirement Income Needs
  • Charitable Giving
  • Life Insurance
  • Long-Term Care Insurance
1James D. Cohen is a Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Advisor & a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
2Neither JCohen Financial nor New York Life Insurance Company, or its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
3This program is not intended to be subject to the Employee Retirement Income Security Act of 1974 (ERISA). The employer does not contribute to or endorse the program. Employee participation is completely voluntary.
JCohen Financial is not owned or operated by New York Life Insurance Company or its affiliates.