You

Make Your Journey Extraordinary

One Life / Your Time

You’ve worked hard to get here, and you deserve a team that works to make your journey extraordinary.

Us

We advise individuals and families near or in retirement on what it takes to turn their nest egg into a sustainable stream of income for the rest of their lives.

Why McCarley & Cook Financial Planners?

 

CFP® Professional

 

Commission-Free

 

Fiduciary

We manage assets for individuals and families, providing investment management, and financial planning services.

Our Services

 

Retirement Planning

Together we craft an achievable and fulfilling lifetime financial master plan. This will ensure you have a clear strategy to help you accomplish your life’s aspirations.
 

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
 

Tax Planning

Without careful planning it’s quite possible to have a higher tax bill in retirement then when you were working. Our tax planning services aim at keeping taxes low today and throughout your retirement by: Analyzing your tax returns annually Calculating the effects of Roth Conversions Coordinating &...
 

Investment Planning

We don’t believe investment results should depend on someone’s ability to pick stocks or predict the future. Furthermore, we don’t believe your retirement should be invested in a ‘one size fits all’ 60% stocks and 40% bond portfolio.
 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

Our Team

Client Portals

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Blogs

5 Signs You’re Headed for a “Cushy” Retirement

Chris Cook |
Categories
Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Chris Cook |
Categories
Investments
Finance
Lifestyle
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available. 1 That sounds simple. Yet it doesn’t happen as much as it should in the real world. 1, 2 That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it. 2...