Welcome to Boreman~Cook Financial Services
Our mission is to help guide our clients to align their financial decisions with their dreams and core values. In doing so we hope to assist them by increasing their potential to create, multiply, and transfer more wealth. Boreman-Cook Financial Services is committed to providing its customers with the retirement and investment products, as well as, services they may need to maintain their quality of life. We do so by offering them the highest level of personal financial service in a professional manner. It is our goal to increase the knowledge of our clients in order to help them manage and control their financial well-being.
Boreman-Cook Financial Services specializes in the design and implementation of wealth creation and protection strategies. With extensive knowledge of financial and estate planning, our associates apply valuable experience and knowledge to meet the specific needs of each client. We have continued to acquire and maintain many long term client relationships because they are built on trust and integrity through our excellent customer service. Our focus is to provide tailored guidance for each client in order to promote more efficient and effective strategies for utilizing their assets and income to build more wealth and protection for their family or business.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
When to start? Should I continue to work? How can I maximize my benefit?
Calculating your potential Social Security benefit is a three-step process.
Healthy habits are one of the greatest gifts to give your child.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
If you died, what would happen to your email archives, social profiles and online accounts?
A bucket plan can help you be better prepared for a comfortable retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How do the markets usually react to elections? Was the 2016 election any different?