Client-Centered Comprehensive Financial Planning
Each of our financial professionals is passionate about the work we do at Cousino Wealth Advisors. We are dedicated to you, our clients, and are excited for you to join us on this journey. Learn more about our team and reach out to get started today.
Certified Financial Fiduciaries
We believe our clients’ best interest is what matters most. That is why all our advisors and licensed client service associates have voluntarily chosen to obtain the Certified Financial Fiduciary Designation. In doing so, each of us has committed to a standard of care and loyalty that goes above and beyond the industry’s fiduciary standard.
As a Certified Financial Fiduciary, one must agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.
All Fiduciaries are not the same.
Women and
Financial Strategies
Women who share money management duties with their partner tend to take on a lion’s share of the responsibility for the household finances. Although more women are providing for their families, when it comes to preparing for retirement, they may feel they are leaving their future to chance.
Does Your Portfolio Fit Your Retirement Lifestyle?
Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon. However, as a retiree, how you choose to live in retirement may be an additional factor to consider when building your portfolio.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can deplete your portfolio more quickly than expected and potentially undermine the sustainability of your assets. So you may want to consider a couple of strategies to help manage this concern.