Our vision keeps us moving forward, willing to test new strategies for the benefit of our clients. During the 18th century, a French watchmaker created a mechanism in a watch to offset the adverse effects of gravity on timekeeping. The Tourbillion is a mechanism which turns 360 degrees every minute so, regardless of where you have your hand, your watch keeps accurate time.
Tourbillion Financial Advisors work under a similar principle. No matter the adverse effects of the financial market, our company develops strategies to help our clients work toward their financial and lifestyle goals. Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations.
Tourbillion Financial Advisors work under a similar principle. No matter the adverse effects of the financial market, our company develops strategies to help our clients work toward their financial and lifestyle goals. Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations.
Services
Over the years, we have found that a consultative approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex world. We have considerable experience in providing financial advisory services to clients, both individual and corporate. Our founder and president, Michael Cohn, worked with a large global wealth management firm before founding Tourbillion Financial Advisors.
We do not provide off-the-shelf solutions for our clients. We listen to them, discuss their needs, and help them develop their goals to create a lasting financial plan for themselves and a legacy and their families. We provide a comprehensive range of products and services necessary in pursuing your goals.
Tourbillion Financial Advisors partnered with LPL Financial and Independent Advisor Alliance (IAA) to provide the comprehensive combination of investment products and services for our clients within a highly regulated industry. Oursecurities are offered through LPL Financial, member FINRA/SIPC and our investment advisory services are offered through Independent Advisor Alliance, as a Registered Investment Advisor.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Learn about the importance of having an estate strategy in this helpful and informative video. Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here. Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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