Cognitio Capital is dedicated to providing our clients with the guidance and tools necessary to meet their financial objectives across all stages of life. From retirees and near retirees, business owners, families, executives and professionals; our client base is diverse and so are their needs. We assist in a variety of financial areas and can help address a wide spectrum of concerns, such as:
"I am on the cusp of retirement and have no clue how I am going to draw income from my assets."
"I'm a busy professional and need assistance in managing my investments."
"How do I maximize tax benefits with my investments?"
"I want to understand how my employer benefits work as well as know what I am investing in."
"When should I begin to collect Social Security?"
"Where do I begin to save for my child's college education?"
"We just got married and are unsure how much life insurance coverage we need for the family."