Services
It’s never too early, or too late, to plan for retirement. See how we can help.
Keep more money in your pocket year-round with our expert tax preparation and planning.
Topflight investment strategies minimize risk and maximize profit. We’ll find one that fits you.
You can buy our products anywhere. It’s our exceptional service that makes us unique!
Cowen Tax Advisory Group is the only financial advice company in central Connecticut to offer comprehensive retirement planning. A comprehensive retirement plan is a holistic financial roadmap which coordinates traditional financial products such as life insurance, investments, annuities, and estate plans with Medicare and tax preparation.
How do we do this? Our staff includes financial advisors, CPA’s, an independent attorney, and a licensed Medicare agent, who all work together to design and execute your custom retirement plan. The result is a uniquely seamless financial planning experience, and we make it easy.
Key Services:
- 401K Rollover Assistance
- Income Strategy Maximization
- Asset Allocation
- Investment Portfolios
- Stretch IRA’s
- Wealth Transfer
- Estate Planning
- Minimize Potential Taxes
- Tax Preparation
- Tax Planning
- Tax Deferral
- RMD Planning
- Medicare Planning
- Health Insurance
- Life Insurance
- Long Term Care Planning
- Legal Planning*
*Legal services are offered through independent law firms not associated with Cowen Tax Advisory Group.
Serving Avon, Berlin, Bloomfield, Bristol, Burlington, Canton, Cromwell, East Hartford, Farmington, Manchester, Newington, New Britain, Plainville, Rocky Hill, Southington, South Windsor, West Hartford, Wethersfield, Vernon, Windsor, Windsor Locks
$299 Tax Prep
Federal & CT for New Clients
Includes Tax Reduction Planning
A $350 Value!
CT Residents Only Ages 50+
$99 per Additional State
