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

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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