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 achieve 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®
Partnering with Reliant Wealth Management
Reliant Wealth Management is a regional firm offering a customized approach to financial planning and wealth management strategies. We exist to empower and create the opportunity for our clients to achieve their goals; personally, professionally, and financially. Our team believes that planning for financial security is a journey along with destination points.
With a combined 60+ years of experience, Kevin Cooley, Shane Liggio, & Todd Blanchard and their teams have successfully served families, business owners, medical professionals & those nearing and in retirement. Our team partners with you to create your own, personalized road map for budgeting, saving, investing, and growth. This allows us to help you navigate your financial actions of today to your financial destination. We work with you to determine the best routes for reaching your goals and objectives.
Learning Center
Resources for business owners
If you own or operate a business, Kevin recommends the following resources:
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.
