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.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
An inside look at how marginal income tax brackets work.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Couples may be able to head off many of the problems in a marriage that money can cause.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
A four-step framework for building a personal legacy.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Taking your Social Security benefits at the right time may help maximize your benefit.
You’ve made investments your whole life. Work with us to help make the most of them.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.