Welcome from Kevin Cooley

When it comes to your financial goals, each decision you make and action you take can have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow. Choosing to work with someone who has the ability, resources, and team of advisors to best address those needs is vital to the success of your plan.

As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals before developing a personalized financial plan design. My team and I will make every effort to help you acheive financial security within both the protection and accumulation phases of your financial plan. We believe in a comprehensive planning approach, which includes a suite of tailored solutions for our clients.

Kevin B. Cooley, ChFC®, RICP®


Kevin specializes in providing comprehensive financial and wealth management advice to successful business owners, physicians, and indiviudals near retirement.

Resources for Business Owners

If you own or operate a business, Kevin recommends the following articles:

Click here for additional resources.
 
With a focused expertise on the business owner, Kevin can provide guidance for any stage of your business:

 

Resources for Retirement

When saving for retirement the big question on everyone’s mind is, “Will I have enough money to last as long as I live?” Learn how our unique approach to retirement income planning can give you a greater level of confidence that your retirement funds will last your lifetime.

Kevin B. Cooley, ChFC®, RICP®

Wealth Management Advisor

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck