Integrity | Independence | Insight

The Cowles Group offers comprehensive financial guidance and strategic planning to individuals and companies. Our firm was founded on the ideals of integrity, independence and insight—ideals that remain at the core of our practice today.

Whether an individual in need of planning and advisory services, a company in need of a non-qualified executive benefit plan, or a business owner securing their legacy, our strategic rather than product-centered focus allows us to offer creative strategies to address the unique needs of each client.

Services

 

Services for Individuals

Investment Management
Retirement Planning
Financial and Estate Planning

 

Services for Companies

Non-Qualified Executive Benefit Plans
Qualified Retirement Plans

 

“It’s often not simply what one is capable of doing, but rather what they are willing to do that makes the difference.”

Gary Cowles

Recent Blogs

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.