COOK TAX & RETIREMENT SERVICES - INCOME AND ASSET PRESERVATION           800-881-9927
Welcome!
 
COOK TAX & RETIREMENT SERVICES is an independent, financial tax and retirement services firm. Unlike financial advisors, we specialize in helping Retired People stay Retired! We do not charge for our 3 step review. 1) income tax review 2) income planning 3)investment risk exposure
 
This means our advice to you is completely based on what's best for you. Period. We think it's the only arrangement that's fair to clients.
 
Our team of talented professionals is committed to building lifelong relationships with clients based on honesty, prompt service and results. We use the best research and technology available to identify how to maintain your lifestyle safely.
 
Are you concerned about running out of money during your retirement years? If so, you need retirement planning to make your money last a life time. We will give you advice and assistance, we'd be happy to help. Call us now at 1-800-881-9927.  
 
We specialize in the following areas:        

Planning

  • Social Security Optimization "Maximize Your Benefits!"  (Get your Free Social Security Snap Shot Report) 
  • Tax Preparation                                                                                   
  • College Planning & Expenses
  • Estate,Trusts and Wills
  • Retirement Security
  • Small Business Retirement Accounts (Simple and SEP plans)
  • Tax Reviews
  • 401(k) and IRA Plan Rollovers and contributions
  • Roth IRA
  • New Tax Laws and how they affect you.
 
Medicaid Planning
 
  • FET-Funeral Expense Trusts
  • Pre-Paid Funeral
 
Insurance
  • Disability
  • Fixed Annuities
  • Fixed Index Annuities (watch video click here)
  • Health                            
  • Life
  • Long-term Care 
We at COOK TAX & RETIREMENT SERVICES would be delighted to help you achieve your Safe and Secure Retirement goals. Call us! at 1-800-881-9927 
 
Please call us for a no-obligation introductory consultation!