904-824-8147 Home About Us Resource Center Tools Contact ALL PRESENTATIONS Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. 5 Smart Investing Principles Principles that can help create a portfolio designed to pursue investment goals. Your Cash Flow Statement A presentation about managing money: using it, saving it, and even getting credit. Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals. Protecting Those Who Matter Most The importance of life insurance, how it works, and how much coverage you need. Long-Term-Care Protection Strategies The chances of needing long-term care, its cost, and strategies for covering that cost. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest. 5 Smart Investing Strategies Getting what you want out of your money may require the right game plan. An Inside Look at Retirement Living A number of questions and concerns need to be addressed to help you better prepare for retirement living. 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. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. 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. 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.