Kocen Financial Group Inc

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 8:30 am - 5:00 pm

17 Years

in Business

(760) 324-4015Visit WebsiteMap & Directions35900 Bob Hope DrRancho Mirage, CA 92270 Write a Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Places Near Rancho Mirage with Investment Advisory Service

Thousand Palms (4 miles)
Cathedral City (6 miles)
Palm Desert (8 miles)
Indian Wells (12 miles)
Cochella Valley (13 miles)
Palm Springs (14 miles)

More Info

Email

Extra Phones

Phone: (760) 808-8151

Phone: (760) 778-1405

Fax: (760) 324-4301

TollFree: (888) 889-7804

Location

Rancho Mirage Professional Plz

AKA

The Kocen Financial Group, Inc.

Other Links

http://www.kfginc.com

https://www.kfginc.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Mutual Funds, Retirement Planning Services

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Details

Phone: (760) 324-4015

Address: 35900 Bob Hope Dr, Rancho Mirage, CA 92270

Website: http://www.kfginc.com

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Kocen Financial Group Inc

Tax Planning
With the Kocen Financial Group, Inc. you will have an advisor who regularly monitors your portfolio and meets with you regularly to review your progress and your goals; an advisor who strives to put your interests first in such critical areas as investment advising, retirement distribution, income planning, education planning, risk management planning, estate planning, family wealth planning, and tax planning.
Tax Services
Although no two financial situations are alike, the development and implementation of your financial plan will generally follow six steps. We first meet for complimentary Introductory Meeting which will give you an understanding of what the financial planning process is and how it can help you in today's economic environment and the future. The next step is Goals Clarification which allows us to help you determine and prioritize your goals and objectives. The Financial Review is a thorough review of your current position in terms of finances, saving and investment portfolios, risk protection, tax management, retirement, and estate planning. The fourth step is Verification at which time we verify all of the information gathered thus far and look at "what if" scenarios to determine how certain choices affect your future. The fifth step is the creation and delivery of The Financial Plan which includes objective recommendations of what you should do to effectively realize your goals. The most important step is Implementation. We will offer you the objective guidance and expertise to help you efficiently implement your financial plan. If requested, we can recommend other financial professionals to work with you in order to fully implement your Financial Plan.
Income Tax

Investment Management
The Kocen Financial Group, Inc. A Registered Investment Adviser, is a comprehensive financial planning, investment management, and financial consulting firm. Established in 1991, by Bryan and the late Gail Kocen, our firm has offices in San Diego and Rancho Mirage, California, and Philadelphia, Pennsylvania. Our clients are located throughout the entire United States. Our aim is to provide superior financial services to individuals, families, businesses, and pension plans that meet their specific goals.
Mutual Funds
The Kocen Financial Group, Inc. works closely with you to ensure that your portfolio is optimally invested to suit your needs. We are continuously reviewing and evaluating money managers and mutual funds to find the most effective specialists for our clients. At the beginning of the relationship, we work with each client to develop a personalized Risk/Reward Profile. This provides us with the guidance to develop a custom Asset Allocation for your portfolio. The asset allocation describes the types of investments necessary to give you the highest return consistent with the level of risk that you feel comfortable taking. We provide our clients with a clearly written Investment Policy Statement that specifies how we will work together in fulfilling your needs. We are available at all times to answer questions, and will meet with you on a periodic basis, in order to determine if your investment portfolio is in need of any modifications.
Wealth Management
The Kocen Financial Group, Inc. was founded by Bryan Kocen and the late Gail Kocen. Our firm specializes in the wealth management needs of successful working individuals and retirees. With more than 28 years of experience, we have helped hundreds of individuals and families clearly define their financial goals, evaluate their income needs and investment resources, identify potential tax savings, coordinate estate plans, and implement and manage personalized investment strategies. We strive to build long-term relationships with our clients and their families by providing professional service, proactive financial solutions, and straightforward advice now and in the years to come.

Accounting Services

Financial Planning
As financial planners, we offer a way to consolidate all aspects of your financial life into one comprehensive plan. The plan lets you see all of your financial activities in terms of how they meet your specific goals. We provide objective advice regarding your financial situation that you may not get from other professionals who primarily sell financial products. Our intention is to make you an educated consumer of financial services.
Retirement Planning
Asset Management
College Funding

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