At Carolyn Lloyd-Cohen LLC, we’ve been providing financial solutions for high net worth individuals and business owners since 1982. We believe our longevity not only reflects a successful track record, but also the value of our client-centered operating philosophy.
Planning Every Step of the Way
Managing your resources is a careful balancing act. Starting with a thorough Discovery Process, we help you orchestrate all of your assets—your privately held or family-owned business, real estate holdings, investment portfolio, and other income sources—to best support your financial goals and personal lifestyle. By helping you clarify your aspirations, concerns and values, we can design a comprehensive financial plan that is uniquely your own.
For Your Personal Financial Planning
Our solutions include all aspects of traditional financial services:
- Investment Consulting Services and Asset Management, including highly specialized financial and advisory services.
- Insurance Analysis and Wealth Preservation Techniques.
- Estate Planning
- Retirement Strategies for both wealth accumulation and distribution.
For Your Business
We can guide you through a maze of business requirements:
- Key Person Insurance
- Cross Purchase and Stock Redemption Buy-Sell Analysis
- Executive Bonus and Deferred Compensation Plans
- Investment Consulting Services for privately held businesses, corporations, and pension funds
- Exit Strategies and Succession Planning
- Pension Plans and Profit Sharing, through our satellite company,
Preferred Pensions LLC.
Founded by Carolyn Lloyd-Cohen, Preferred Pensions LLC provides qualified plan design, investment and administration services for pension plans, including defined benefit, cash balance, profit sharing, and 401(k).
Our professionals work directly with your principals to match qualified plans with specific objectives, design tax-advantaged financial strategies, and minimize fiduciary liability. For many closely held businesses, a well-designed program is what makes plan implementation possible, and Preferred Pensions LLC can make the difference.
A Team of Specialists
Our core competencies are strongest in areas that have a direct impact on your financial circumstances, but when expertise is needed in other specialties, we can provide that, too. We have an extensive network of legal, financial and business advisors, so we can assemble and coordinate whatever team you might need. We’ll also work closely with your own financial advisors, accountant and attorney to ensure a seamless exchange of information and the timely execution of your financial plan.
When you work with Carolyn Lloyd-Cohen LLC, you can expect exceptional client service, because respecting the trust you place in us is part of our culture. Other guiding principles are: confidentiality; prompt response; independent advice; and proactive plan management. If that’s what you’re looking for, please give us a call. Let’s explore the possibilities, and put our specialized team to work for you.
