Daniel Cohen, CFP<sup>®</sup>

Daniel Cohen, CFP^®

Daniel Cohen, CFP<sup>®</sup> - Financial Advisor

Daniel Cohen, CFP^®

CEO & Chief Investment Officer

Cohen Investment Advisors

264 S River Rd, Ste 414
Bedford, NH 03110-6848

FINANCIAL ADVISOR'S WEBSITE

http://www.investwithcohen.com

(603) 232-8351 CONNECT WITH Daniel

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Comprehensive Financial Planning and Investment Management are included in a single all-inclusive fee.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$100,000

My Links

Company Web Site

General

Daniel Cohen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cohen Investment Advisors in Bedford, NH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: NH
Health/disability insurance: NH

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Investment Management, Estate Planning, Getting Divorced, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Women's Finances

More

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Comprehensive Financial Planning and Investment Management are included in a single all-inclusive fee.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$100,000

My Links

Company Web Site

Helpful Financial Planning Resources

Getting Married

Merging Your Finances

Matrimonial Bliss - Pros and Cons of Merging Your Finances

Congratulations on deciding to tie the knot and making it official by getting married! Before you happily embark on your wedding preparation...

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College

graduates and parents

A Guide for Graduates and Their Parents

Have a child graduating from high school or college soon? Go ahead, pat yourself and your youngster on the back for a job well done. But with...

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College

college children

Money Matters for College Bound Children

How can you prepare and guide your children with their money management responsibilities before they leave for college and pursue their...

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Divorce

Finances in Divorce

Sometimes It Doesn't Work Out - Finances in Divorce

It was marital bliss then life happened. Now you are getting a divorce! It is a stressful and emotional time and there are important decisions...

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Retirement

But What If You Can’t Work?

I first met with Steven and Janice (names changed) a few years ago. They had always saved somewhere around 5% of their salary, but at times...

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Retirement

retirement journey

Planning Your Retirement Journey

Imagine packing up your car for a trip, backing out of the driveway and you realize you have no gas or destination. Of course this would never...

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Savings

Paycheck to Paycheck

How to Break the Paycheck-to-Paycheck Treadmill

Are you living paycheck to paycheck? Do you have your fingers crossed that you can dodge yet another month without a financial crisis that...

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Savings

The Real Cost of Paper US Savings Bonds

Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...

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Investment

Ignore Relatives

This Holiday Season, Ignore the Relatives

'Tis the season to gather and celebrate with friends and family. Each year, old traditions are remembered and new traditions are made. We...

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Investment

This Valentine's Day Get Rid of Loser Money Habits

Last year’s Valentine’s Day blog was about how to not break the ba...

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