Come Visit Us at Our New Office! Now Located at 231 Farmington Avenue in FARMINGTON, CT 860-676-1100

Feel Good, Live Well, Retire Happy®

Since 1978, Cowen Tax Advisory Group has been helping people retire with confidence and peace of mind. Our team of trusted fiduciaries creates personalized strategies designed to maximize retirement income and minimize taxes.

At Cowen Tax Advisory Group, we speak your language—not financial jargon. We treat you like family and are dedicated to your financial success. Every day, we go above and beyond to help you feel good, live well, and retire happy.

The Feel Good Retirement Plan®

Step 1

Connect

It starts with a conversation. We’ll get to know you—your goals, your dreams and what matters most to you.

Step 2

Plan

Next, we’ll build your personalized Feel Good Retirement Plan®—a roadmap designed to help you feel confident, live well and focus on what makes you happy.

Step 3

Execute

With your plan in place, we’ll meet regularly to help you stay on the right path, guiding you every step of the way as you work toward your goals.

Step 4

Enjoy

Now it’s your time to relax and savor the life you’ve worked so hard to build. Spend less time worrying about money and more time feeling good, living well and being happy!

Our goal is to help you make retirement the
best chapter of your life.

Our Solutions

Retirement is about creating a life you can truly enjoy. We specialize in comprehensive planning designed to give you clarity, confidence and a clear path forward. Our approach focuses on five key areas:

Income

Taxes

Investments

Healthcare

Legacy

*Legal services are offered through independent law firms not associated with Cowen Tax Advisory Group

Meet Our Team

Your goals, values and future are our top priority. As fiduciary advisors, we focus on giving clear, honest advice and always putting your best interests first, delivering nothing less than the best as we help you build the retirement you deserve.

Supporting Our Community

Ready to feel good, live well and retire happy®?

Contact Cowen Tax Advisory Group, Inc. today to discover how you can live your best life!