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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Helpful Content
Building Your Legacy
A four-step framework for building a personal legacy.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Surprises
Making the most of surprises is a great reason to work with us.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.