Welcome from Kevin Cooley

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 individuals, 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


Cooley, Liggio and Blanchard Wealth Management Group

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

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