Jake Cohn, CFP®, CLTC
Financial 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"

 


The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. 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