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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

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

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

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

 

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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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.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

A Look at Systematic Withdrawals

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

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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.

Principles of Preserving Wealth

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

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

Protecting Those Who Matter Most

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

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Will You Pay the AMT?

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

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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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