illustration of a couple walking along a vibrant path surrounded by greenery.

Future-proof your lifestyle

Cook Pierce is a financial management firm. We craft unconventional strategies for professionals that want to stop losing money unnecessarily and unknowingly.

Future-proof
your lifestyle

Cook Pierce is a financial management firm. We craft unconventional strategies for professionals that want to stop losing money unnecessarily and unknowingly.

Future-proof
your lifestyle

Cook Pierce is a financial management firm. We craft unconventional strategies for professionals that want to stop losing money unnecessarily and unknowingly.

illustration of a couple walking along a vibrant path surrounded by greenery.

Future-proof your lifestyle

Cook Pierce is a financial management firm. We craft unconventional strategies for professionals that want to stop losing money unnecessarily and unknowingly.

Future-proof
your lifestyle

Cook Pierce is a financial management firm. We craft unconventional strategies for professionals that want to stop losing money unnecessarily and unknowingly.

Future-proof
your lifestyle

Cook Pierce is a financial management firm. We craft unconventional strategies for professionals that want to stop losing money unnecessarily and unknowingly.

No matter where you are on your financial journey, everyone aims for a successful retirement. We believe retirement isn’t the end, but a transition into a new phase of life where you'll want to maintain your current standard of living. Our goal is to equip you with the knowledge and tools to continue this journey with confidence and peace of mind.

Forty
Forty

years of experience

Hundreds

of happy clients

Countless

cups of coffee

Why work with us

We understand how stressful it can be to plan for retirement. Ensuring that you have allocated enough money for an uncertain future is not easy.

For over 40 years, we have specialized in helping professionals have the confidence to tackle difficult financial decisions and achieve their goals.


We understand how stressful it can be to plan for retirement. Ensuring that you have allocated enough money for an uncertain future is not easy.

For over 40 years, we have specialized in helping professionals have the confidence to tackle difficult financial decisions and achieve their goals.

We understand how stressful it can be to plan for retirement. Ensuring that you have allocated enough money for an uncertain future is not easy.

For over 40 years, we have specialized in helping professionals have the confidence to tackle difficult financial decisions and achieve their goals.

A photo of an older man sitting in front of his computer smiling
A photo of an older man sitting in front of his computer smiling
A photo of an older man sitting in front of his computer smiling

What our clients say

What our clients say

Hear from our incredible clients who are successfully transitioning into this new stage of life.

Hear from our incredible clients who are successfully transitioning into this new stage of life.

I highly recommend Dexter Pierce. Because of his financial expertise, I am now retired and I can do what I want, when I want, and how I want. My money is in a safe place thanks to him.

Richie

Retired Supervisor, American Airlines

Dexter Pierce has provided me with retirement options that I did not even know existed. I wish I had met up with him many years ago, but I am sleeping much more peacefully now.

Gary

Manager, Cox Communication

Mr Pierce thoroughly knows his field of expertise. He's an excellent listener, who seeks first to understand his clients. Thanks to Mr Pierce, I was able to retire early without undue financial worries.

Caroline

Retired Executive Assistant, Coca Cola

I highly recommend Dexter Pierce. Because of his financial expertise, I am now retired and I can do what I want, when I want, and how I want. My money is in a safe place thanks to him.

Richie

Retired Supervisor, American Airlines

Dexter Pierce has provided me with retirement options that I did not even know existed. I wish I had met up with him many years ago, but I am sleeping much more peacefully now.

Gary

Manager, Cox Communication

Mr Pierce thoroughly knows his field of expertise. He's an excellent listener, who seeks first to understand his clients. Thanks to Mr Pierce, I was able to retire early without undue financial worries.

Caroline

Retired Executive Assistant, Coca Cola

It is and has been a pleasure to have Dexter educate and guide me into the right direction to improve and secure a better economy for my life and the way I want to spend the rest of it.

David

Senior Manager, Cox Communication

Our process

Our process

01

02

03

03

01

02

02

03

01

EDUCATION

01 EDUCATION

01 EDUCATION

Financial education will help you to become aware and understand how your current choices are contributing to or hurting your ability to achieve the goals you’ve established.

organization

02 organization

02 ORGANIZATION

Financial organization can be achieved through having all aspects of your personal economy in one place so that you can see it in real-time and know what is going on.

collaboration

03 collaboration

We will collaborate with you and work for you, to provide everything needed to make the best decision possible in line with your goals.

03 COLLABORATION

Our blog

Our blog

3 questions to consider

How much money do I need to save each year to make sure that I will have enough for the rest of my life?

How long will I have to work before I can quit and have enough money to sustain myself?

How much will I need to reduce my future lifestyle to have enough money to last?

We’re here to help

If these questions spark concern or curiosity, consider booking a call with a professional economic advisor to navigate through these critical financial decisions.

An illustration of a woman sitting comfortably on the couch, holding a phone, while chatting with her financial advisor

3 questions to consider

How much money do I need to save each year to make sure that I will have enough for the rest of my life?

How long will I have to work before I can quit and have enough money to sustain myself?

How much will I need to reduce my future lifestyle to have enough money to last?

We’re here to help

If these questions spark concern or curiosity, consider booking a call with a professional economic advisor to navigate through these critical financial decisions.

3 questions to consider

How much money do I need to save each year to make sure that I will have enough for the rest of my life?

How long will I have to work before I can quit and have enough money to sustain myself?

How much will I need to reduce my future lifestyle to have enough money to last?

We’re here to help

If these questions spark concern or curiosity, consider booking a call with a professional economic advisor to navigate through these critical financial decisions.

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© Cook Pierce All rights reserved

None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy any service or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information contained on this website is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation.

Join our newsletter

Get expert financial tips delivered to your inbox regularly. Subscribe to our newsletter now!

© Cook Pierce All rights reserved

None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy any service or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information contained on this website is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation.

Join our newsletter

Get expert financial tips delivered to your inbox regularly. Subscribe to our newsletter now!

© Cook Pierce All rights reserved

None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy any service or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information contained on this website is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation.