Robin Cooke, Cfa, Dfsa Email & Phone Number

I'm passionate in helping you be able to afford to live the life you want by providing life-based financial solutions for you and your family.I strongly believe that money is to support life, not to just grow in an investment account. It's there to enjoy life's experiences to its fullest, to support our children and to protect us when we need it. Most of us have specific plans and goals for our wealth. My clients are at the center of my practice. My role in their lives is to help them clarify their life goals and put their personalized financial strategy into action so that their goals can be achieved. Partnering with Edward Jones has allowed me to offer a full suite of investment products to my clients without influence of fund incentives or limited products; something I could not do at my previous firm. I am fully independent to provide advice and management tailored to each client's needs.Inflation and taxes are the two greatest threats to wealth accumulation. Purchasing power must be preserved and increased. By tracking your net worth against your financial strategy, we can ensure your standard of living is at least maintained if not improved. Another drain on your assets is financial management fees. I believe in full disclosure and fair compensation. By controlling your costs (fees, taxes, interest, etc.) and protecting your wealth from the constant erosion of inflation, your goals will be achieved in the safest and fastest way possible.I look forward to meeting and introducing you to the wealth of options at Edward Jones.

Listed skills include Customer Service, Strategic Planning, Wealth Management, Marketing Strategy, and 7 others.