Life Insurance Companies we Represent

Geoff Cook - CFP, CHAIP

Assumption Life operates in the area of financial services. Through its team of highly qualified representatives and selected partners, the company offers its clients a comprehensive range of products...

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The Three M's of Mutual Funds

Geoff Cook - CFP, CHAIP

Mutual funds get alot of flack, and dont get me wrong they should there is a lot of terrible funds out there...But dont kid yourself, there is also great money managers out there who can do a far bett...

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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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