Whether you are starting out in your career or getting ready to retire, you have specialized financial planning needs as a dentist. Since our founding, we have been helping dentists like you achieve your financial goals for your practice and personal life. We take a comprehensive approach to financial planning and investment management, providing solutions that help simplify wealth and add clarity to your direction.
When you work with us, you can expect:
A Coordinated Approach
We take a team approach to achieving your financial and investment goals, coordinating with other professionals in implementing your financial plan. We take great care in assembling our team of professionals and strive to partner with those who have expertise in the dental industry.
A One-on-One Relationship with a CERTIFIED FINANCIAL PLANNER™ Professional
We emphasize the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation since it is one of the most respected—if not the most respected—credentials in the industry. No matter where you are in the career or life spectrum, you will receive financial planning that is comprehensive and custom-tailored to your goals. And your financial plan will be designed by a financial advisor who has demonstrated ongoing education, experience, and ethics to attain the CFP® certification.
Personalized Service
At Cooke Capital, we want to build a long-term relationship with you so we can best achieve your life goals. Because of this, we are dedicated to offering personalized service, access, and flexibility, even meeting you at your office or after your work hours if it is more convenient.
A Commitment to Your Security
You should feel confident that your personal and financial information is in safe hands. We utilize best-in-class technology and processes to help keep your information secure and confidential.