Peyman Cohan specializes in working with professionals, entrepreneurs and business owners to develop comprehensive strategies that encompass the domains of tax, business and estate planning.
Peyman practiced law close to ten years in the areas of estate planning, asset protection and tax planning, business and real estate matters. His primary goal has always been to provide individuals, families and business owners with strategies designed to protect and preserve assets and minimize estate taxes. With this goal in mind and his proven background in business and the practice of law, he now helps his clients in the field of insurance planning with integrity, honesty and client focus.
Our Strategic Approach
As your financial professionals, our first job is to help you protect your current position. Then we work with you to create a roadmap for the achievement and protection of your full vision.
We focus on your unique needs and design customized strategies to help meet those needs. Once the plan is clear, we begin to conservatively advance toward it, never taking more risk than necessary to achieve the fulfillment of your narrative.
Our Financial Services
Specializing in Estate Planning, Charitable Planning and Retirement Planning for executives, professionals, and small business owners.
Our Business Services
Employee Benefits, Executive Benefit Planning, Key Person Planning, Qualified Retirement Plans, Deferred Compensation Planning & Buy/Sell and Buy-Out Planning
Our Insurance Services
Life Insurance, Disability Insurance, Long-Term Care Insurance & Group Health Insurance.
Peyman Cohan, CA Insurance License #0F47171, Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. Pacific Advisors, Inc. is not an affiliate or subsidiary of Guardian. Insurance Products offered through Pacific Regional Insurance Services, a DBA of Pacific Advisors, Inc.
Guardian, its subsidiaries, agents or employees do not provide legal or tax advice. Please consult with your attorney, accountant, and /or tax advisor for advice concerning your particular circumstances.
Not practicing for Guardian or any subsidiaries or affiliates thereof.
“Wealth is the ability to fully experience life.”