Our Process
Our Process
CFG Process
What to Expect
Goal-Based Investing: "The Bucket System"
At Cook Financial we believe in taking both a diversified & strategic approach. We take a bucket approach to utilizing different tools and strategies to fill your retirement buckets.
Emergency Reserves
Secure & Liquid
- Checking
- Savings
Grab Money
Investments for What-If's & Pleasures of Life
- Pre-Retirement
- Post-Retirement
- Brokerage Acts
Dependable Money
Dependable Income Strategies for Dependable Expenses
- Social Security
- Pensions
- Bond Ladders
- Annuities