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Helping you plan for your best life

We will provide plan-driven advice to pursue a secure legacy.

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Menu of Services:

Choose a la carte or have it all!

Retirement

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

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Estate

With over 100 years' collective experience, we'll help secure your legacy for future generations.

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High-Net-Worth

We have extensive experience managing high-net-worth portfolios.

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Small Business

Let us help you make sure your business is poised for growth.

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Lifestyle

Strike the perfect balance between work and leisure.

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Today’s Specials:


Hand selected morsels straight from the kitchen

The Other Sure Thing

The Other Sure Thing

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
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Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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A Peek Inside the Kitchen

Ribbon Cutting

Ribbon Cutting

Opening up the kitchen with local elected officials

Shredding Event

Shredding Event

Disposing of old recipes with our clients

Client Dinner

Client Dinner

Chefs sharing some of their favorite ingredients with our clients

<span>Dinner &#38; Dancing With the Stars</span>

Dinner & Dancing With the Stars

Cook Legacy Advisor's Dinner Event

<span>Anniversary Celebration</span>

Anniversary Celebration

Reflecting on the past year of exceptional service

St. Patrick's Day Celebration

St. Patrick's Day Celebration

We’re LUCKY to have such great clients to help us celebrate St Patrick’s Day!

Annual Charity Event

Annual Charity Event

Clients nominate charities for Cook Legacy Advisors to donate to on their behalf

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