Cook Wealth Management Group

What Questions Should I Ask When Selecting a Wealth Advisor?

You may be looking for help from a wealth advisor for a number of reasons – you’re buying a new home, you’re planning for retirement or your children’s education, or you simply don’t have the time or expertise to get your finances in order. We recommend asking any potential advisor the following questions. We’ve provided our answers; does our style and approach fit your needs?

Life in a Box

financial planning Do you know where all your assets are? Do you know what they're worth? If you want to know, you can. View a demo of the Cook Wealth Management System.

Is a 529 Distribution Really Tax-Free?

If the proper steps aren’t taken, you may owe taxes on your 529 distribution. To make sure the total distribution is actually tax-free, read on..