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Cohler Financial Associates

1307 White Horse Road
Suite D102
Voorhees, NJ 08043

Phone:

(856) 596-9006
(888) 441-1232 (TOLL FREE)

Fax:

(856) 797-9222

E-mail:

mdcohler@unitedplanners.com

alcohler@unitedplanners.com

Client Access

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Contact Us

Please feel free to contact us with any questions.

Mapping out your financial future since 1983

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Welcome to Cohler Financial Associates!

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Newsletters

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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More Newsletters

Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Car Affordability

How much can you afford to pay for a car?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators