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.