Strategies for Wealth
 




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Education and Training:
University of Massachusetts, Amherst 2000, B.S.

Community, Charitable or Professional Organizations:
Sigma Alpha Mu
Jewish Enrichment Center of New York

Specialized Business Services Offered:
Business Contingency Planning
Pension Plans
Profit Sharing/401(k)
Executive Compensation Plans
Buy-Out Funding
Key Person Insurance
Group Insurance Plans
Life, Disability, and Health Insurance
Strategic Tax Planning

Personal Services Offered:
Residential Finance
The Living Balance Sheet®
Education Funding
Pension Maximization Planning
Retirement Planning
Life, Disability & Health Insurance
Estate Planning
Managed Accounts
Insurance Tax Strategies
Long-Term Care Insurance

Mitchell Cohen is an authorized user of The Living Balance Sheet®, an electronic wealth organizational platform that provides a wide-angle view of your financial world and enables him to stress test your current financial approach. Gain insight and clarity on your complete current financial picture, which when coupled with our professional experience, will allow you to make well-informed personal and business decisions and take appropriate actions to achieve your desired results.

States Licensed To Conduct Business In:
New York

Disclosure:
The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY.
The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws.© Copyright 2005-2010, The Guardian Life Insurance Company of America. Guardian, its subsidiaries, agents or employees do not provide legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. *Individual health insurance products or services are not offered by Guardian.

Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, N.Y.

URL:
http://www.strat4wealth.com/




 
 
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