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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

Making Your Tax Bracket Work

Making Your Tax Bracket Work

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

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

 

Eight Mistakes That Can Upend Your Retirement

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

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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An Inside Look at Retirement Living

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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