904-824-8147 Home About Us Resource Center Tools Contact THE LIFETIME FINANCIAL STRATEGIES PROGRAM Participants in the Lifetime Financial Strategies ProgramSM work through six distinct steps, during regular strategy and actions sessions with a facilitator from Cowan Financial Group. STEP 1 The Financial Profile Session We review your completed Financial Profiler and discuss your current strategies. The Lifetime Vision Questionnaire will help us focus on what is most important to you. STEP 2 The Lifetime Vision Development Session Financial success starts with a Lifetime Vision. During this session, we help you develop your clear Lifetime Vision and discuss how you can begin to realize this vision for yourself and your family. STEP 3 The Financial Strategies Workshop We review and evaluate the financial tools, resources, and opportunities available to you and measure the impact new financial strategies will have on your plan now and in the future. STEP 4 The Financial Action Plan We create a "living" document and begin to implement the strategies to enable you to realize your vision. This plan also allows us to measure your financial progress over time. STEP 5 The Critical Financial Path Workshop We help you create your personal "critical financial path", a tool outlining the strategies and actions that you have implemented. STEP 6 The Strategy and Actions Sessions Through regularly scheduled sessions, we review the progress you've made, discuss new strategies to enhance your plan, and make any necessary adjustments to address life's inevitable changes. Contact Cowan Financial Group, Inc. Office: 904-824-8147 Toll-Free: 800-397-8147 Fax: 904-824-6066 3275 US Highway 1 S St. Augustine, FL 32086 mhatzl@cowanfg.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. Securities and Investment Advisory Services offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Cowan Financial Group is not an affiliate of NEXT Financial Group, Inc. To view NEXT Financial Group's privacy policy and other important information, visit the "Customers" section of www.nextfinancial.com.