Enjoy the best years
of your life.
Equipping you to make more confident, and informed
decisions for your retirement.
Retirement Planning & Coaching
You’ve worked hard your whole life, and now you are thinking about retirement, which means you have questions. Questions like, “will I have enough to retire?” Or “how will the changing economy and rising healthcare costs affect my retirement?”.
You want to make the right retirement decisions, and you want to find someone you can trust to guide you in the right direction. That’s where we come in; to help you make more confident and informed financial decisions for your future. Cooke Wealth Management isn’t owned by a large corporation with “one size fits all” retirement plans. We are an independent company that listens to you and your needs. We work with you to create a customized retirement plan for you and your retirement dreams.
Over 100 families served
Guiding financial principles
40 years of combined industry experience
FREE RESOURCES
5 Costly Retirement Mistakes You Can Avoid
Retirement should be the best years of your life, but too many people make these five costly mistakes when it comes to retiring. Download this FREE resource to learn more about the type of mistakes to avoid, so you can focus on enjoying the retirement you’ve worked so hard for.
You’ve got big plans. Retirement is only one of them.
We understand that your retirement dreams don’t look like everyone else’s. That’s why we don’t use “cookie-cutter” retirement plans. We customize to your goals.
Cooke Wealth Management has helped numerous families define what success looks like for them. We build plans designed to prioritize your goals and implement time-honored financial principles in an effort to help achieve those goals.
We strive to simplify the complicated when it comes to your finances. We want you to be better equipped to confidently make wise decisions when it comes to your financial future.
How Our Process Works
Set Your Goals
Meet with an advisor to discuss your financial goals, and what success looks like for you.
Build a Plan
Work with our team to create and customize a plan tailored specifically for your unique needs and goals.
Make Confident Decisions
With your goals set and your plan in place, we believe you will be better equipped to make smart decisions about your financial future. And our team is with you every step of the way.
Take the first step today by scheduling a FREE Discovery Session.
Our Guiding Principles
Client 1st
We believe your financial advisor should be someone devoted to doing what is best for you. As trusted fiduciaries, we truly sit on the same side as you, always working in the best interests of our clients.
Integrity
Character and integrity demand we work to provide excellent, competent, objective advice. We strive for moral-fortitude and consistency in our personal and professional lives.
Biblical Perspective
We believe the best financial decisions acknowledge your values and Biblical principles. As Christians, money is only a tool to help you accomplish those goals you believe God is calling you to achieve.
Wisdom and Experience
With over 35 years of combined experience in financial, tax, and investment planning, we believe we have developed the knowledge and skill needed to guide our clients to a better financial future.
Don’t delay your retirement dreams.
Your future is waiting. Don’t let complicated financial systems, an overwhelming amount of options or an unknown economic future halt your retirement dreams. We can help.
Cooke Wealth Management is committed to helping you build a financial plan designed to attain your goals, simplify the complicated, and apply time-honored Biblical financial principles. And we are here to guide you every step of the way.
You deserve to live the life you want. Schedule your Free Discovery Session today, because your retirement dreams are worth fighting for.
