Cognis Retirement Group
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Cognis Retirement Group is a boutique investment advisory firm based in Phoenix, AZ, specializing in wealth management for healthcare practitioners. They offer comprehensive, personalized solutions that encompass retirement planning, investments, tax, and estate planning, ensuring a holistic and transparent approach to managing clients' financial lives.
With a focus on goals-based financial planning, Cognis emphasizes the alignment of clients' investments with their personal life goals, utilizing low-cost ETF model portfolios to provide diverse market exposure. Their commitment to personalized engagement drives retirement readiness and supports clients in achieving their unique financial aspirations.
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