Enhance your wealth with more effective financial planning.

We can provide you with a financial planner to assist with this essential process. Financial planning involves planning for both short-term goals such as education and long-term retirement goals.

Cooney Faulkner & Stevens works with you to determine goals and your risk tolerance, then use this information to prepare a comprehensive financial plan which involves an analysis of financial assets, liabilities, budgets and savings targets to put you on the right path toward your goals.

If you are close to retirement, we will analyze various distribution options and their income and estate tax consequences.