Our Amazing Team
Mark P. Cowdell, CFP
President, CEO, Cowdell Investments, LLC
Marketing & Design
Lead Graphic Designer
S Danica Fawn
Marketing & Graphic Design
Kim L. Cowdell, CFP
Recent Blog Posts
Learn the 10 essential steps for your successful retirement. Develop a personalized retirement plan that achieves your goals Learn strategies to maximize your Social Security, Pension, 401k, and IRA’s How to benefit from the new tax changes Discover the number one...
Join us for a FREE seminar,held at the Salt Lake City Community College on September 26th, October 9th, October 10th, and November 7th!RSVP to one of these dates: RSVP for Nov...
Cowdell Investments, LLC
Cowdell Investments is a full service Financial Planning and Investment Advisory firm that specializes in Retirement Planning. We are dedicated to putting your needs ahead of corporate profits. Our Certified Financial Planner professionals and associates are available to assist you with your financial goals.
Your Golden Years
Risk vs Reward
How much risk are you taking with your money? Are you being properly rewarded for the risks that you are taking? It’s fine to take some risk with your money when you are young but as you age it might not be such a good idea. Retiring can be very difficult if your nest egg suddenly takes a 20 to 50% loss. It is also challenging to maintain a steady income stream once retired if your retirement account suffers large losses.
How much of your money should be in the markets and how much should be in income or annuity accounts? What is the correct balance of risk vs reward for your personal situation?
At Cowdell Investments we help our clients assess risk vs reward. Then we design a plan to lessen risks and increase real net returns. We also help our clients get out debt quickly so that they can enjoy their retirement years sooner. Once retired our clients are able put their income on auto pilot so that they can travel and enjoy life knowing that their income is guaranteed to last a lifetime.
Golden Years or Rusty Years?
How and where you invest your money during your retirement years will in large part determine if you enjoy your golden years or struggle to make ends meet.
Retire Rich Today®
What does is mean to Retire Rich? It means that you have no debt and suffient assets that will generate income to last your lifetime.
Mark P. Cowdell, CFP
President & CEO
Founder of Cowdell Investments
& Retire Rich Today
Call us to speak with one of our Amazing Team Members