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Peyman Cohan, JD*
Peyman Cohan assists his clients in producing new, more effective outcomes in business, estate, and tax strategies. His approach provides for future opportunities while helping to protect the current successes one has already achieved. He and his team and dedicate their practice to identifying business and financial strategies, resolving challenges, and exploiting opportunities that face business owners and professionals every day.
As a business owner and attorney, he brings a decade's worth of knowledge and experience in insurance and real estate to help his clients make more informed financial decisions. To accomplish this, he works with his client’s trusted professionals and his team of specialists, to design his client’s specific strategies.
Our Strategic Approach
As your financial professionals, our first job is to help you protect your current position. Then we work with you to create a roadmap for the achievement and protection of your full vision.
We focus on your unique needs and design customized strategies to help meet those needs. Once the plan is clear, we begin to conservatively advance toward it, never taking more risk than necessary to achieve the fulfillment of your narrative.
Our Financial Services
Specializing in Estate Planning, Charitable Planning and Retirement Planning for executives, professionals, and small business owners.
Our Business Services
Employee Benefits, Executive Benefit Planning, Key Person Planning, Qualified Retirement Plans, Deferred Compensation Planning & Buy/Sell and Buy-Out Planning
Our Insurance Services
Life Insurance, Disability Insurance, Long-Term Care Insurance & Group
2024-179858 Exp 08/26
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