When was the last time you reviewed your . . .
- • Estate Planning
• Retirement Portfolio
• Financial Planning
• Insurance Needs
We offer expert advice to those concerned about their future and their financial well being
- • Retirement Planning
• Financial Planning
• Business Planning
• Health Insurance
• Life Insurance
• Estate Planning
• Economic Planning
Providing Solutions
- • In order to preserve your estate’s assets
• To accumulate earnings at a competitive rate
• To replace the flow of earned income upon retirement
• To provide income generated by assets you control
• To create a cash fund to pay for long term care
• To maximize your retirement pension income
At Cook and Cook Associates our Integrated Planning Services will accomplish your goals
- • To create a life estate for your family and loved ones
• To fund your children’s college education
• To optimize stockholder and employee benefits
• To those recently engaged, married and domestic partnerships
• If you recently bought, sold or relocated your home
• It’s never to early to start planning for your future
Call us today to schedule your complimentary consultation…
- Cook and Cook Associates
info@CookandCookAssociates.com
17760 Cumana Terrace
San Diego, CA, 92128
Ph: (858) 361-0734 or (858) 361-0735
Fax: (858) 521-0057
