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:
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.
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