Barry Cohen

Background

About Barry Cohen

I provide individuals, professionals, and business owners sound financial advice and management to help them achieve and maintain their own vision of wealth and financial well-being. My clients receive a comprehensive review and analysis of their current financial situation. Recommendations and an action plan are then formulated to help the client achieve their financial goals and address any financial concerns or issues they may be experiencing. The entire process is clearly documented for the client in the form of a personal financial plan. I also assist in the implementation of the financial plan to help clients accumulate and protect their wealth, e.g, constructing and managing a diversified investment portfolio to fund their financial goals, and in obtaining appropriate insurance / annuities to mitigate financial risks. In addition to practicing financial planning since 1990, I have over 25 years experience as a senior financial executive working for some of the most prominent organizations in the financial services, management consulting, and not-for-profit sectors. I am committed to establishing long-term, trust-based relationships with my clients to ensure their financial plans remain relevant in light of changes in the economy, financial markets, tax laws, and their own personal circumstances- Specialties: Personal financial planning; income tax planning and preparation; asset allocation and investment management; insurance planning and risk management; elder care and estate planning; small business accounting and consulting