Annuities

Geoff Cook - CFP, CHAIP

Annuities are an investment that allow an investor to exchange their money for a guaranteed income for a determined perdiod of time (Term Certain Annuity) or for the rest of their life (Life Annuity)....

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Investments

Geoff Cook - CFP, CHAIP

We do not believe in taking a pre packaged investment solution for our clients.Your life is way to unique for that. We develop investment strategies that make sense for you and your family now, and in...

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Dont Forget These Two Simple Steps When Estate Planning

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—set...

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How to Save the Family Cottage

We have all heard the old saying, “Two things are guaranteed in life: 1. Death 2. Taxes.”We are at an interesting time right now where prices of assets over the last 50+ years have seen a tremendous growth spurt. I always find it interesting talk...

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