Why Us

An Objective, Needs-Based Approach To Problem Solving

At Cowan Financial Group, our goal is yours - to help you give your clients access to the solutions they need to meet their financial objectives. We work hand-in-hand with you to understand what is truly important to your clients To do this, we employ a four-step process that helps you delve deeply into your clients’ financial challenges and needs by asking the right questions and listening closely lo the answers.

Analyze

Sometimes you’ll know exactly what your clients need. Sometimes you may not. So before we recommend any product or service, we ask questions and get a clear understanding of your clients’ circumstances and financial objectives. If you wish, we can help you analyze existing insurance and investment* portfolios to help you identify gaps and weaknesses.

Recommend

We will provide suggestions to overcome any inadequacies or augment existing plans to help your clients reach their objectives more efficiently.

Implement

If our recommendations make sense to you, we will work with you to implement them and help you secure the required products and services for your clients.

Review

As you know, your clients’ financial situations change from year-to-year. That's why we will continue to be a resource for you, working with you to conduct periodic reviews of your clients’ financial strategies to ensure that they are on track to meet their goals.

With the help of the Financial Services Professionals at Fifth Avenue Financial, we are here to help you meet many of the financial needs of your clients. It is important to note that Financial Services Professionals are only able to provide certain services if they are licensed to do so.

“Securities offered through qualified Registered Representatives of MML Investors Services, Inc., member SIPC.
Supervisory Office: 90 Park Avenue, 17th fl, New York, NY 10016. Tel: (212) 536-6000

Insurance offered through Massachusetts Mutual Life Insurance Company and other fine companies.