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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
    1. 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
      1. In order to preserve your estate’s assets
      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 optimize stockholder and employee benefits
To fund your children’s college education
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…
    1. Cook and Cook Associates
    1. 17760 Cumana Terrace
    1. San Diego, CA, 92128
    1. Ph: (858) 361-0734 or (858) 361-0735
    Fax: (858) 521-0057

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