JCohen Financial
James D. Cohen, Financial Advisor
james@jcohenfinancial.com
802.652.4820
33 Blair Park Road
Suite 103
Williston, VT 05495
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