Helping you plan for your best life
We will provide plan-driven advice to pursue a secure legacy.
Menu of Services:
Choose a la carte or have it all!
Retirement
We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Tax Strategy
We'll help make sure that we're considering the tax implications with all your investments.
Estate
With over 100 years' collective experience, we'll help secure your legacy for future generations.
Today’s Specials:
Hand selected morsels straight from the kitchen
Questions to Consider When Buying a Vacation Home
Retiring the 4% Rule
Separating the Signal From the Noise
A Peek Inside the Kitchen
Ribbon Cutting
Opening up the kitchen with local elected officials
Shredding Event
Disposing of old recipes with our clients
Client Dinner
Chefs sharing some of their favorite ingredients with our clients
Dinner & Dancing With the Stars
Cook Legacy Advisor's Dinner Event
Anniversary Celebration
Reflecting on the past year of exceptional service
St. Patrick's Day Celebration
We’re LUCKY to have such great clients to help us celebrate St Patrick’s Day!
Annual Charity Event
Clients nominate charities for Cook Legacy Advisors to donate to on their behalf