I made the choice to be a financial advisor with Edward Jones with one person in mind, you. I want to help you right where you are financially. Whether you just started your first job and have no idea how a 401(k) works, or if you are looking at retirement and have no idea how to turn your nest egg into an income. I have helped people just like you in either of these situations, and everywhere in between.
My focus goes beyond just the individual or family, as I offer a holistic approach to planning for retirement. I look to assist businesses with their Employer Sponsored Plan. 401(k)s can be an overwhelming thing to handle. I have a network of professionals to help us with creating a plan that best fits your unique business needs. We will partner with a third-party administrator and a recordkeeper to help ensure that you have a compliant and efficient plan. Benchmarking is just the beginning; the relationship we have year over year is what will separate my team from the rest.
As an Eagle Scout, I have learned the importance of educating and leading people right from where they are. What that means is that I will not assume you to be an expert in all things investing and will ask the right questions to uncover what is important to you. Then, using our handy process, we will develop a strategy to help get you from where you are to where you want to be.
If you are looking for someone with the heart of a teacher that is willing to walk with you through your financial strategy, then I am the right fit for you. I will do my best for each and every one of my clients, and that includes you.
- Retirement Savings Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- New Investors
- Insurance & Annuities
My Personal Interests
- Fine Dining
- Movies & Entertainment
Office Address119 West Main St Suite 100
West Dundee, IL 60118
Phone NumberGlenn Cohn at (224) 699-9370
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