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WELCOME TO COTTONWOOD ASSOCIATES, INC.

Come and learn how the current and potential tax plans can affect your retirement at our workshops on Tuesday, January 23rd and Thursday, January 25th at the Avalon Inn located in Warren, OH. These workshops will begin at 6:00 and include dinner. We will also discuss how to protect your retirement assets through any conditions. You can make reservations by calling our office in Sharon at 724-347-5592 or 1-800-286-4516. We look forward to hearing from you. We can also be reached through e-mail at advisor@cottonwoodassoc.com. Reservations are going fast so get your spot now!

Are you frustrated with the intricate details you have to look through for your financial management? Are you looking for an experienced financial advisor who’ll provide you with invaluable insight?

Come to Cottonwood Associates, Inc. for all your financial planning needs. Located in Sharon, PA, we are a business and personal financial planning firm. We are dedicated to helping business owners and individuals with preserving their capital and earning higher returns without the risk of loss.

We Can Get Your Financial Future on Track with:

Annuity

We create strategies tailored to your goals.

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Estate Planning

Without any conflicts of interest we put your needs first.

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Life Insurance

We enjoy building trusted relationships.

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The Force Behind Cottonwood Associates, Inc.

Owner and operator Mr. Ream is a proud member of the International Association for Financial Planning and has more than 37 years of experience in the investment and insurance industry. At this point in his life he generates over $5,000,000 per year in annuity and life insurance premiums.

Helpful Content

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.