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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.

Helpful Content

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

 

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Building Your Legacy

A four-step framework for building a personal legacy.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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