How to Choose a Financial Planner

​Do you know how to pick a financial planner that has your best interests in mind?

Planning Your Future

It's one of the most important things we can do, but it's also the most overlooked.

Here at Cogent, we'll help you accomplish your future financial goals every step of the way.

Don't worry, we've got you.

​Personal Financial Planning & Investment Advice

Latest Newsletter

Do you spend more time planning a vacation for your family than you do for your retirement?


Let's be realistic here. Planning a vacation is way more enjoyable than financial planning or managing your investments. Vacations are instant, fun and relaxing. But, most of the time, when it comes to financial planning & investing, there's uncertainty, fear and confusion. Which, in the end, makes everyone want to avoid planning their financial future.

But, if you plan your retirement right, it doesn't have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that's got you up at night in anticipation for it. Cogent Independent Advisors can help you plan a financial future that will make you and your family excited for your upcoming years.