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

If you dream it, we’ll help you live it.

See how our version of financial planning can help you live your dreams today. Learn more.

We’re happy we make you happy.

Our clients rated us #1 in Customer Satisfaction among All Individual Life Insurance Providers. For J.D. Power 2019 award information, visit jdpower.com/awards.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

 

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