Matthew J Cohen Consulting (MJCC) is a financial planning firm dedicated to providing personalized service and cost-effective financial planning strategies to clients of all financial statuses. MJCC provides advice through consultation, including financial objectives, problem identification, investment account review, asset allocation, net worth exhibits, cash flow management, retirement needs analysis, tax planning, insurance review, investment planning, education planning, and estate planning recommendations. MJCC does not act as a custodian of client assets.
Assets Under ManagementN/A
ClientsN/A
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Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Hourly services are charged at $125 per hour.
- Fixed fees for written financial plans range from $1,250 to $2,000, depending on the complexity.
One-Time Plan:$1,250 - $2,000
Hourly Rate:$125/hr
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