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<strong>Free Retirement Planning Book!</strong>

Free Retirement Planning Book!

Your Personal Financial Help Center, Special Retirement Edition

by Bruce Sankin

This book will tell you:

  • How to maximize your Social Security benefits.
  • How to choose the right annuity for your retirement.
  • How Long Term Care Insurance can help protect your hard earned money in case of illness.
  • How to protect yourself against Identity Theft.
  • What to look for in Life Insurance.
  • What you should know that could save you money! and much more.
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We'll Help You Climb Your Ideal Financial Mountain

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Dennis A. Cooke

President/ Senior Financial Consultant

610-853-4414

dacooke@comcast.net

Sound Advice, Financial Safety First I have worked in the financial services industry since 1987 and will be starting my 32nd year of helping Investors, having started as a broker with Merrill Lynch in their Media PA office. I...
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Personalized Strategies

We create strategies that are tailored to your needs and goals.

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Creative Solutions

We encourage our advisors to tailor solutions to their clients. Unique answers for every situation.

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Core Beliefs

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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You Are Our Most Valuable Investment

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Check out our 2019 Tax Rates!

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