Cottonwood Associates, Inc. Securing Your Financial Future

Securing Your Financial Future

Customized Services for Our Client’s Unique Needs

When it comes to finances and retirement, it seems like there are endless products and services. At Cottonwood Associates, we offer a selection of services that can be suitable for a range of client needs. However, since every client is different, there are no one-size-fits-all solutions when working with Cottonwood Associates. That’s why it’s important to get to know each client and fully understand their retirement goals before making any assumptions. We want all clients to be well informed of their options before making any decisions. Here are some of the common services selected by our clients.

Retirement Income Planning

Retirement income planning can be a complicated, intricate process. With so many important decisions to make and so many options available for meeting your needs, it’s important you have a resource you can count on to guide you along the way.

Tax Minimization Strategies

Taxes will always be a part of life. We can review your assets and see what would help with taxation. Every dollar saved today can work for you in retirement.

IRA & 401(k) Strategies

Have you left retirement earnings behind when you have changed jobs? Or do you have too many uncoordinated accounts to manage? If so, we can help you round up those savings and put a plan in place so your money works for you in retirement.

Legacy Planning

Protecting, preserving, and passing along your estate is important to overall financial well-being. We work to make certain you have a plan that allows you to protect your assets, save taxes, and pass along more wealth to heirs.

Insurance Planning Strategies

We all want our loved ones to be taken care of should the unexpected happen. There has never been a better time than now to set up the right policies to cover life’s “what ifs” and create another income stream when it’s most needed.

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