Cowan Financial Services is an independent, full service financial group. We work with both individuals and businesses to provide in-depth, customized strategies to complex problems affecting financial needs.
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A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Read this overview to learn how financial advisors are compensated.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The federal government requires deceased individuals to file a final income tax return.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
When markets shift, experienced investors stick to their strategy.
Bucket lists don’t have to be for tomorrow.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A bucket plan can help you be better prepared for a comfortable retirement.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?