How does the advisor help clients – Key Takeaways:
Cowan Financial Services, LLC provides comprehensive financial services to help clients achieve their financial goals.
- Offers personalized financial plans to help clients reach their specific goals
- Utilizes a holistic approach, taking into consideration all aspects of a client’s financial situation
- Provides ongoing support and guidance to help clients stay on track towards their goals
- Offers a wide range of financial services to address all aspects of a client’s financial needs
Facts and Insights
At Cowan Financial Services, LLC, we utilize our expertise and experience to provide clients with the best possible financial guidance and support. Here are some key facts and insights about our firm:
- Founded in 2005, we have over 15 years of experience in the financial industry
- Currently managing over $100 million in assets
- Our team of advisors has a combined experience of over 50 years in the financial industry
- We have a proven track record of helping clients achieve their financial goals
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $100 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 15 years |
Financial Services Offered
At Cowan Financial Services, LLC, we offer a wide range of financial services to meet the diverse needs of our clients. Some of the services we offer include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College savings planning
Client Types
We have experience working with a variety of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Young professionals
- Families
Fees & Compensation
At Cowan Financial Services, LLC, we strive to be transparent in our fees and compensation structure. We believe in providing fair and reasonable compensation for the services we provide to our clients. Our fees are based on a percentage of assets under management and are outlined in our client agreements.
Background
Cowan Financial Services, LLC was founded by John Cowan in 2005 with the vision of providing comprehensive financial planning and investment management services to help individuals and families achieve their financial goals. John has over 20 years of experience in the financial industry and holds a Bachelor’s degree in Finance from a top university.
Financial Advisor Disclosures to Know
As a registered investment advisor, we are dedicated to maintaining the highest standards of ethics and professionalism. We adhere to all compliance regulations and strive to provide transparent and objective advice to our clients. Our Form ADV, which contains information regarding our services, fees, and any potential conflicts of interest, is available upon request.