Your money is personal. At Cochrell Financial, we don’t take that lightly.
Whether you are a recent college graduate or retired – and any stage in between – we understand that you need to have a trusted financial advisor.
To earn that trust, we take the time to learn about who you and what you want to achieve. Are you starting a family, buying a home, saving for college and/or retirement? Cochrell Financial is here to advise you and help you along the way. Life is full of surprises. We will help you be prepared with the right investments and coverage.
Unlike some of the corporate firms that offer you options from a limited investment menu, we are an independent financial planning firm. That means we can draw from a broad menu of financial products and find more choices of funds, investments and strategies. This results in a portfolio more focused on helping you achieve your goals.
We Coach New Investors
New to investing? Working with a modest income? So many successful investments begin small. Consider us your personal trainer for your money. Cochrell Financial takes the marathon mentality. Start smart. Build strong. Keep the pace. Invest in the long game and come out a winner.
Cochrell Financial partners with you to:
- Understand what’s important – then invest to accomplish your goals
- Update you on important current financial new
- Coach and advise you on investment and financial decisions
- Help you plan for life’s milestones (weddings, births, retirement, home purchases, career changes, college costs and others)
- Build traditional, long-term investment strategies for every stage of life
- Offer business strategy and human resources financial consultation
Tell us about the life you want
We’ll create the plan to help get you there.