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Cooke Wealth Management LLC
VerifiedMoney and Financial Services

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Phone(949) 724-3880

Address 18881 Von Karman Ave, Suite 1420, Irvine, CA, United States 92612

Websitecookewm.com

cwm@cookewm.com

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Retirement Planning Orange County

Cooke Wealth Management, LLC offers comprehensive retirement planning services in Orange County, tailored to your unique goals and needs. Our experienced team will guide you towards a comfortable retirement with personalized strategies and expert advice.

Retirement Planning Orange County

    Hours of Operation

  • Sunday: Closed
  • Monday: 9:00 AM to 5:30 PM
  • Tuesday: 9:00 AM to 5:30 PM
  • Wednesday: 9:00 AM to 5:30 PM
  • Thursday: 9:00 AM to 5:30 PM
  • Friday: 9:00 AM to 5:30 PM
  • Saturday: Closed

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Business Category:

Financial planner

Additional Categories:

  • Investment service
Cooke Wealth Management LLC
VerifiedMoney and Financial Services

map-icon.png Contact and Map

Phone(949) 724-3880

Address 18881 Von Karman Ave, Suite 1420, Irvine, CA, United States 92612

Websitecookewm.com

cwm@cookewm.com

  • Washroom

  • Wheelchair Accessible Restroom Available

  • Restroom Available

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Q: Do You Consider Tax-Efficient Strategies And Estate Planning In Your Custom Financial Plans?

A:

At Cooke Wealth Management, we place a strong emphasis on creating comprehensive and customized financial plans that incorporate tax-efficient strategies and estate planning. Here's how we approach these critical aspects: 1. Tax-Efficient Strategies: - Tax-Efficient Investments: We carefully select investments and asset allocation strategies to help minimize tax liabilities. This includes considering tax-efficient funds and investment vehicles. - Tax-Loss Harvesting: We actively manage investments to harvest tax losses, which can offset capital gains and reduce taxable income. - Asset Location: We strategically allocate assets across taxable and tax-advantaged accounts to optimize tax efficiency. - Roth Conversions: We evaluate opportunities for Roth IRA conversions, which can provide tax-free growth and withdrawals in retirement. 2. Estate Planning: - Wills and Trusts: We work with clients to create wills and trusts that reflect their wishes for the distribution of assets and provide for their loved ones. - Beneficiary Designations: We review and update beneficiary designations on accounts to ensure assets pass smoothly to the intended recipients. - Minimizing Estate Taxes: We employ strategies to help minimize estate taxes, such as gifting, establishing trusts, and utilizing applicable tax credits. - Legacy Planning: We assist clients in establishing a legacy plan that aligns with their values and long-term goals for their wealth. 3. Coordination with Professionals: - We collaborate with tax professionals and estate planning attorneys to ensure that all aspects of a client's financial plan work together cohesively. 4. Continual Monitoring and Adjustments: - We regularly review and update financial plans to adapt to changes in tax laws, financial goals, and personal circumstances. By integrating tax-efficient strategies and estate planning into our custom financial plans, we aim to maximize the long-term financial well-being of our clients and help them achieve their financial objectives. This holistic approach reflects our commitment to providing comprehensive and tailored financial advisory services.

  • 3 months ago

Q: Is There Flexibility To Adjust The Retirement Plan As My Financial Situation Changes?

A:

Because we know things happen, your plan is intentionally built with flexibility in mind. Whether it's a change to your circumstances, health, goals, assets, or economic conditions, reviewing your plan is essential to your success, and we're in this with you. Regular annual meetings aim to revisit your plan, address your questions, and help you make adjustments when they needed.

  • 2 weeks ago

review-icon.png Reviews for Cooke Wealth Management, LLC

4.7 | 3 Reviews

Write A Review

  • Audrey Amoo

    January 29, 2023

    For a finance fanatic like me, I'll always recommend Cooke! They give the bestie vibes while maintaining professionalism and top-notch services.

  • Rafael Molina

    January 27, 2023

    First Class service!

  • Robert DelBuono

    January 27, 2023

    I have had the pleasure of working with the Cooke Wealth Management team for over a year now and would strongly recommend their services to anyone looking for wholistic wealth management and financial planning help.

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