Plan for tomorrow today!
Plan for tomorrow today!
We have years of experience helping clients meet their retirement plan goals. Ask us about:
Every successful strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call or email us today to find out how we can get you set up with or improve your company retirement plan.
Jacob began his career in 2018 at Willis Towers Watson as an Actuarial Analyst. After working with several Fortune 500 companies, Jacob worked for Improved Funding Techniques, Inc. where he developed the skills necessary to consult on defined contribution plans for small to medium size companies. He took this knowledge to create Cohen Retirement Corp. in 2021 in order to make a TPA (Third Party Administration) firm focused on results and great customer service.
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