At Cooney Associates, we understand that the accumulation of wealth can bring extraordinary opportunities, as well as increased responsibilities and even confusion. The all too familiar challenge of how to build a bridge between your financial needs of today and your dreams for tomorrow raises important questions: What are my financial goals? How can I avoid running out of money in retirement? What amount of risk is right for me? Is there a way to reduce my taxes? Who can I turn to for sound advice?
Add to these questions the difficulty of keeping pace with the ever-changing markets and information overload in the world in which we live. Today’s investment environment is dynamic, with economies and markets in motion all day – every day – across the globe. Now, more than ever, making informed and intelligent investment decisions is time-consuming and requires a very high level of knowledge and experience. Some investors have the time, resources and special skills to manage their own portfolios-- Most don’t.
Many of our most successful clients came to us feeling frustrated with the lack of advice and direction they received elsewhere. Our depth of knowledge and commitment to ensuring that you have the information necessary to make good choices about your financial goals and objectives is what we are passionate about.
Your needs, market conditions, and the financial landscape are constantly changing. A sound financial plan and investment strategy is essential so that you can enjoy your life now while planning for your future. We believe that to pursue financial health, financial planning and investments can’t be static; they must remain dynamic – just like you, just like life.