Services​

How We Can Help

How We Can Help:​

Our strategies include:

 

  • Estate Planning
  • Income Planning
  • Asset Preservation
  • Tax Mitigation
  • Risk Mitigation
  • Business Planning
  • CRT
  • Wealth Management

​

Mission Statement​

© 2025 | Built, Powered & Developed by:​ ePIC Services Company

Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.

 

Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.

Request Information​

SUBMIT

Name *​

This field is required

Thank You!

The form has been successfully sent

Phone *​

This field is required

Email *​

This field is required

Message​

This field is required

​

​

By checking this box, I agree to receive recurring promotional and personalized marketing text messages (e.g., cart reminders) from Cotter Financial Group at the mobile number provided. Consent is not a condition of purchase. Message & data rates may apply. Message frequency varies. Reply HELP for help and STOP to cancel. By clicking submit you agree to our [Terms & Conditions] and [Privacy Policy].

    patrick@cotterfinancialgroup.com​

    6810 N. State Rd 7, Coconut Creek, FL 33073

Contact Info​

954-617-8107

    ​

Cotter Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Cotter Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.

 

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.​

Cotter Financial Group, LLC

    ​

954-617-8107

patrick@cotterfinancialgroup.com​