We offer you a gift – a second opinion about your wealth plan. We explore your wealth goals – where you are now, where you would like to go, and any gaps that need to be addressed.
The second opinion process begins with scheduling a complimentary Discovery Meeting with a Cooke Capital wealth advisor.
We dive in and look at what your exact goals are so we can determine a course of action designed to suit your unique needs. Your wealth advisor will assist you in clarifying what is important to you and your family.
If you have a current plan –
We will review it with you to see if it is serving your needs. If we determine that your plan is serving you well, we will let you know up front.
If you do not have a plan, or if your current plan is outdated or not serving you –
We will draw up a complimentary investment plan that addresses your specific goals and optimizes your wealth over the course of your practice and into retirement. We use a personalized approach that focuses on you and your intentions for your wealth.
The next step is to schedule an Investment Plan Meeting when we review the customized plan we have created for you, answer any specific questions, and determine whether the plan is aligned with your objectives.
If we find that Cooke Capital can be beneficial to you and your financial goals, we move forward in the wealth management process. IIf we are not a good fit, we will gladly introduce you to an advisory group that may better fit your needs.
To schedule your complimentary 90-minute Discovery Meeting to explore every aspect of your wealth… from wealth creation to wealth protection to preserving your legacy –
Please call us at directly at 919-580-7113 or email us at firstname.lastname@example.org.
We will contact you shortly to set up a time to talk.