Services
Personalized Money Management Services
Our signature investment product is available for investors with $100,000 or more in assets.
The goal of this service is to provide a combination these three equally important components:
- Asset performance
- A service-oriented relationship
- Price
Many investment products are able to achieve one of these, but very few, if any, can meet all three successfully. It is a value proposition that results in a win-win situation. The client receives a high level of service, and Cook & Assoc. receives the satisfaction of assisting someone working toward their financial goals.
- Retirement planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
- Tax management
Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
- Estate planning
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
- Risk management
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
- Education funding
Recommending investment and accumulation strategies to help you pay for your children's education.
- Employee and executive benefits
Helping your business attract and retain qualified employees through benefit packages.