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:
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.