Our Process

CFG Process

What to Expect

Discover

Uncover who you are, what you value, where you are, and where you want to go

Learn more

Design

Create your customized financial plan; a presentation of your ideal future

Learn more

Implement

Put your financial plan into action to help you achieve your financial goals

Learn more

Reviews

Receive continual guidance to financial independence

Learn more

Goal-Based Investing: "The Bucket System"

At Cook Financial Group, 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