Jake Cohn, CFP®, CLTC®
Wealth Management Advisor


Thomas Cohn Associates

Our Mission

Our mission is to INSPIRE our clients to proactively engage in the process of defining what financial security and financial success means to them. By asking the right questions, thoughtfully listening, and providing innovative planning solutions tailored to each client's unique needs, we work to engender TRUST and cultivate long-term relationships that will all but help guarantee the SUCCESS of our clients' financial plans.

We help our clients align their current financial picture with their future financial goals. Along with a Network of Specialists, we provide innovative solutions using world-class insurance services and internationally recognized investment products to identify the necessary actions to turn our clients' financial VISION into a REALITY.


Jake Cohn featured in Forbes BrandVoice article

APRIL 2017 -- Jake Cohn, Financial Advisor with Northwestern Mutual, was featured in a recent Forbes BrandVoice article on various ways to access the cash value of your permanent life insurance policy.

"3 Ways to Access the Cash Value of Your Permanent Life Insurance"

 


Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

Financial Planning with Northwestern Mutual

Learn about our personalized financial planning process and what you can expect from me when we work together.

Read more in this ebrochure.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck