Breaking the norm…
The financial advice industry is a confusing one to say. With splintered regulation, simplified marketing, over complex investments, practices that disconnect benefits from costs, the ever changing tax and estate landscape are just a few things that are part of this confusion.
“Advisors” (sometimes just glorified salesman) have added to this confusion. For too long they have focused more on investment products then on advice. Investment products will always be a part of a financial picture but they shouldn’t be the first priority.
What clients need is Plan & Goal Driven Advice that is accomplished with simple focused investment strategies that are continually monitored and reviewed all while looking thru a Tax & Estate Lens. An Advisor that uses these and has a Big Picture view of how it all works together will be valuable.
Time to look at a new firm whose focus is on clients, their objectives, their overall financial picture and not on meeting some sales goals.
Scheduled an appoint with Joshua R. Cook at Cook Financial, LLC today.
Services Provided
Financial Planning
A Financial Plan can help you put all the pieces together in one place so that we can see how all of it works together. It helps to see all the parts and not just the part that got you to make a decision to work on your financial life.
Retirement Planning
A Financial Plan can focus on any part of your financial life. However, the majority of individuals are also looking for how to plan for retirement. This can involve budgeting, savings, investing, tax planning, income planning, risk management, and much more. This can be a major focus on your Financial Plan.
Portfolio Management
Sometime you have the plan all together but you may not be interested in managing the investments and portfolio that are going to accomplish that plan. Cook Financial also provides this service either with your provided plan and ideas or as an added benefit with our Financial Planning services.