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Cook & Cook Associates Integrated Planning

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
    17760 Cumana Terrace
    San Diego, CA, 92128
    Ph: (858) 361-0734 or (858) 361-0735
    Fax: (858) 521-0057

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