Financial Services | Cook & Co, Tax Advisors

Food

These 3 most Basic Needs are something many take for granted. But these 3 items must be accounted for first in any financial plan or budget.

Clothing

According to Abraham Maslow, these physiological needs must be achieved and fulfilled first, in order to pursue intrinsic satisfaction on a higher level.

Shelter

There are of course, other needs that may be classified as basic today. Transportation is a good example. Once we move past the basics, we can begin to plan.

5 Steps in Financial Planning

Assessment, Goal Setting, Plan Creation, Plan Execution, Monitoring & Reassessing Your Plan

Finance is the science of funds management. The field of finance deals with the concepts of time, money, risk and how they are interrelated. The general areas of finance are business finance, personal finance, and public finance. Finance includes saving money and often includes lending money. It also deals with how money is spent and budgeted.

"Retirement Planning is a hot topic as the baby boomers age. It's something we can assist you with. Particularly with items like projecting after-tax income, budgeting, minimizing taxes in retirement years and optimizing retirement income."

Gregory J. Cook

Gregory J. Cook, EA, CPA
Accredited Tax Advisor

Goal

Retirement Savings

$1,000,000

Saved : $556,500

Don’t Just Give
Your Money to
the government!

We consistently champion the promise of making every effort to ensure that you pay the minimum amount of tax allowable under the tax code (the correct amount of tax).

Personal Returns Filed

Businesses Filed

Farms Filed

Rental Properties Filed

Financial & Retirement Planning