When we sit down with families, our main objective after listening to their goals and dreams is to help achieve them through maximizing the value of their financial products and services so they can get out of debt and become totally financially independent.
The proprietary tool we use helps both our clients and associates map out a gameplan that's simple to understand.
These are a shortlist of some of the services and companies helping us do just that.
Services include but aren't limited to:
Why them?
They are the largest, most reputable independent financial services marketing organization in North America!
They handle all of our administrative needs including licensing, payroll, marketing, product processing and client support.
But most of all, because they give us access to the best companies in the financial industry, allowing us to match your goals and dreams to the very best available, no matter the company.
Don't take our word for it though, Check out the facts here for yourself.
Term Life Insurance
Mutual Fund Investments
Annuities & Segregated Funds
Managed Accounts
401(k), Cash Balance, 457 & 403(b) plans
Mortgage & Home Equity Loans
Copyright © 2024 Cozewith & Associates -
All Rights Reserved.
PFS Investments, brokercheck.finra.org
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.