Retire With Confidence
Cook Pierce is a financial management firm. We craft unconventional strategies for professionals that want to stop losing money unknowingly and unnecessarily.
Retire With Confidence
Cook Pierce is a financial management firm. We craft unconventional strategies for professionals that want to stop losing money unknowingly and unnecessarily.
Retire With Confidence
Cook Pierce is a financial management firm. We craft unconventional strategies for professionals that want to stop losing money unknowingly and unnecessarily.
Retire With Confidence
Cook Pierce is a financial management firm. We craft unconventional strategies for professionals that want to stop losing money unknowingly and unnecessarily.
Retire With Confidence
Cook Pierce is a financial management firm. We craft unconventional strategies for professionals that want to stop losing money unknowingly and unnecessarily.
Retire With Confidence
Cook Pierce is a financial management firm. We craft unconventional strategies for professionals that want to stop losing money unknowingly and unnecessarily.
Everyone aims for a successful retirement, no matter where they are on their financial journey. We help you achieve that by identifying and stopping wealth transfers—hidden losses that drain your personal economy—so you can reclaim those dollars and put them to work for your future. Our goal is to equip you with the knowledge and tools to continue this journey with confidence and peace of mind.
Everyone aims for a successful retirement, no matter where they are on their financial journey. We help you achieve that by identifying and stopping wealth transfers—hidden losses that drain your personal economy—so you can reclaim those dollars and put them to work for your future. Our goal is to equip you with the knowledge and tools to continue this journey with confidence and peace of mind.
Everyone aims for a successful retirement, no matter where they are on their financial journey. We help you achieve that by identifying and stopping wealth transfers—hidden losses that drain your personal economy—so you can reclaim those dollars and put them to work for your future. 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
What we offer
What we offer
Every client needs a personalized solution. This list isn’t exhaustive, but it highlights common challenges we address.
Every client needs a personalized solution. This list isn’t exhaustive, but it highlights common challenges we address.
Personal Financial Management
We believe that managing your finances is just as important as earning them, yet it's a skill often overlooked.
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Wealth Accumulation Strategies
Our wealth accumulation approach prioritizes protection, growth, and peace of mind.
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Retirement Income Planning
Retirement is a stage of life everyone eventually reaches, but planning for it goes beyond just contributing to a 401(k), IRA, or brokerage account.
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Effective Tax Strategies
We work with you to develop personalized tax strategies that protect both your income and the wealth you’ve worked hard to build.
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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.
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
We help you understand how your financial choices impact your ability to achieve your goals.
organization
02 organization
02 ORGANIZATION
We bring all aspects of your personal economy together for a clear, real-time view.
collaboration
03 collaboration
You work with us to make informed decisions tailored to your financial future.
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?
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?
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?