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1842 Wealth Management serves retirees, near-retirees, families and business owners in Eastern Kansas, Western Missouri and beyond.
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.
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.
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:
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.
Use our potential tax bill calculator to help get a better understanding of your finances.
Interested in learning more about how we can help navigate the journey toward your retirement goals? Contact us to schedule a complimentary, no-obligation consultation.
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Advisory Services Offered Through CreativeOne Wealth, LLC an SEC Registered Investment Advisor. 1842 Wealth and CreativeOne Wealth, LLC are not affiliated.
Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
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