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Geoff Cook - CFP, CHAIP

As investment advisors, our responsibility requires that we learn and discuss all relevant information pertaining to client circumstances. We only collect the information we need for the purposes of p...

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Beware of Scams

Geoff Cook - CFP, CHAIP

 Scams and frauds are all around us. I personally was scammed several years ago in a money transfer scam.A few years ago, I was in the market for a new car and found a great on an Acura sports ca...

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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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