Comprehensive Financial, Insurance & Retirement Income Strategies
1842 Wealth Management serves retirees, near-retirees, families and business owners in Eastern Kansas, Western Missouri and beyond.
Tailored Financial, Insurance and Retirement Strategies Based on Midwest Values
When it comes to addressing financial, insurance and retirement income needs, 1842 Wealth Management is dedicated to partnering with our valued clients to help them reach their goals. Owner and financial advisor Chad Cosens founded the firm on the Midwest values of hard-work, honesty and dedication to family and community. If you are ready to get serious about your future, let’s find time to discuss your situation, strategize how to reach your goals and put an action plan in place.
1842 Wealth Management serves retirees, near-retirees, families and business owners in Eastern Kansas, Western Missouri and beyond. Are you ready to get started? Let’s schedule a time to meet.
Your Dedicated Partner in Creating a Positive Financial Journey
Preparing for a successful financial future will look different to each client. We find, that after a thorough review many clients benefit from a combination of services. As a fiduciary, Chad Cosens is committed to working in the best interest of his clients.
Our Streamlined Process to Lasting Results
At 1842 Wealth Management, we have a streamlined process to help clients identify goals, remove obstacles, mitigate risks and position assets for future use. We do this through a series of conversations, fact-finding and scenario planning. Our work together typically unfolds in this way:
1. Initial Consult
Meet and learn about your goals.
2. Assess Situation
Assess current situation including debt and savings.
3. Propose Strategies
Discuss proposed strategies.
4. Implement Strategies
Put agreed upon strategies in place.
5. Monitor & Update
Monitor progress and update strategies as needed.
Bear Market Survival Guide
The right asset allocation could reduce your exposure to market volatility. However, you also may want to incorporate other vehicles that can minimize risk and protect your retirement income. In this guide you’ll identify unique challenges that retirees face and gain tools that could help you enjoy the retirement you’ve always imagined.
