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Cook and Cook Associates

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When was the last time you reviewed your . . .

Estate Planning

Retirement Portfolio

Financial Planning

Insurance Needs

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

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