“Our clients breathe easily knowing we are monitoring their goals. When markets are volatile, investors get nervous about losing money. Our clients stay focused on what really matters:“ the long term. Our personalized service and commitment to the individual needs of each client has created an atmosphere of partnership between clients and advisors emphasizing the big picture. – Mark Damer, National Sales Manager
Working with us gives you access to a network of industry experts with vast resources and expertise to help build your wealth. At Cooke Financial Group, your Wealth Advisor offers a comprehensive menu of investments, cash management, insurance, loans and other solutions to meet your total wealth management needs.
- Advisory Services: Tailored for your unique situation.
- Investments: Providing access to the full breadth of investment instruments.
- Alternative Investments:Strategies and tools available to help manage risk and achieve diversification.
- Annuities & Insurance:Â Risk management tools are essential to your overall wealth management plan.
- Lending: Managing your liabilities is as important as managing your assets.
Our Process Centers on You
Our Wealth Advisors start by learning about you and developing an understanding of your goals and the life you want to live. We’ll work one-on-one with you to create a completely customized solution for building your wealth by learning about:
- Expectations, life goals, ideas, hopes and dreams
- Risk tolerance
- Current financial and life situation
- Specific financial objectives
- Investment horizon and personal timeline
Your asset allocation and ideal portfolio mix are based on our understanding of all these factors. For example, our objective is to match your portfolio’s potential for growth to your appetite for risk, so that a person close to retirement will require a very different approach from someone who is just starting a career. We will identify the investments that are right for you now and in the future, as your situation or market conditions change.