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.

Our Better Money Habits From COVID Are Slipping: Here’s What to Do About It

We help clients with these topics every day. Read more here.

How to Teach Children to Build Healthy Money and Credit Habits

Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.

What Do Mortgage Lenders Look for in a Borrower?

If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.