Our Services

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Free Consultation
$199 Tax Prep
Federal & State
Includes Tax Reduction Planning
A $350 Value!
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CT Residents Only Ages 50+

Social Security
Maximization

You can buy our products anywhere, it’s our exceptional service that makes us unique!

When you visit our office you will feel like part of the family. In addition, our office is your one stop shop for all your pre-retirement and retirement needs.

When planning your financial future, the key is to ask the right questions. Knowing what you are looking for will allow you to establish your needs so that together, we can create a retirement plan that works for you.


Key Services:


   401K Rollover Assistance


   Income Strategy Maximization


   Asset Allocation


   Investment Portfolios


   Stretch IRA’s


   Wealth Transfer


   Estate Planning


   Minimize Potential Taxes


   Tax Preparation



   Tax Planning


   Tax Deferral


   RMD Planning


   Medicare Planning


   Health Insurance


   Life Insurance


   Long Term Care Planning


   Legal Planning*


*Legal services are offered through independent law firms not associated with Cowen Tax Advisory Group.

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