Jack D. Cooney Jr., Cpa, Clu® Email & Phone Number

We help Executives work towards safeguarding their wealth, while also developing a plan that may help them to retire sooner without sacrificing lifestyle, and navigating the complexity of executive compensation through our Banyan Assessment ProcessMost Executives spend their working lives in their career, while in turn neglecting their personal finances. This often leaves them ill-prepared for the future. We help Executives work towards safeguarding their wealth, while also developing a plan that may help them to retire sooner without sacrificing lifestyle, and navigating the complexity of executive compensation through our Banyan Assessment ProcessFor more than 30 years, Bleakley Financial Group has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer. We’ve created a collaborative culture of innovation and excellence that’s unmatched in the industry. Have you considered the following:► Are you currently on the path to retiring on time?► When it comes to retirement have you gone over the best and worst case scenarios?► Do you have a clear understanding of your entire financial picture into one comprehensive plan?► Is the majority of your retirement assets locked in a 401(k) or a company stock that will be subject to an increasing taxation as the account grows over time?► Is your net worth heavily concentrated in company stock and you're not sure how to diversify it?► Are you aware of the new tax regulations that may impact how your retirement income is distributed and taxed?► Are you concerned about preserving and passing on your wealth to future generations?► Do you know if you have taken advantage of all tax planning opportunities?► Have you adequately prepared for your children or grand-children’s college education and beyond?► Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn?At Bleakley Financial, you’re our top priority, and we’re committed to helping you turn your financial vision into reality. We have a consistent process to help our clients clarify and identify their path to retirement, providing structure, organization and simplicity. It all starts with an initial call to understand your current situation, where you want to be, and if we’re the right partners to help you get there.

Listed skills include Financial Planning, Finance, Investments, Insurance, and 24 others.