Retire by design.
Not by default.
Most financial advice focuses on what you are making. Cook Pierce focuses on what you are losing unnecessarily.
Retire by design.
Not by default.
Most financial advice focuses on what you are making. Cook Pierce focuses on what you are losing unnecessarily.
Retire by design. Not by default.
Most financial advice focuses on what you are making. Cook Pierce focuses on what you are losing unnecessarily.
Retire by design.
Not by default.
Most financial advice focuses on what you are making. Cook Pierce focuses on what you are losing unnecessarily.
Retire by design.
Not by default.
Most financial advice focuses on what you are making. Cook Pierce focuses on what you are losing unnecessarily.
Retire by design. Not by default.
Most financial advice focuses on what you are making. Cook Pierce focuses on what you are losing unnecessarily.
Everyone aims for a successful retirement, no matter where they are on their financial journey. Cook Pierce are efficient retirement strategists who help professionals and families identify and stop wealth transfers, hidden losses that drain your personal economy, so you can reclaim those dollars and put them to work for your future.
Everyone aims for a successful retirement, no matter where they are on their financial journey. Cook Pierce are efficient retirement strategists who help professionals and families identify and stop wealth transfers, hidden losses that drain your personal economy, so you can reclaim those dollars and put them to work for your future.
Everyone aims for a successful retirement, no matter where they are on their financial journey. Cook Pierce are efficient retirement strategists who help professionals and families identify and stop wealth transfers, hidden losses that drain your personal economy, so you can reclaim those dollars and put them to work for your future.
Forty
Forty
years of experience
Hundreds
of happy clients
Countless
cups of coffee
What we offer
A full suite under the financial umbrella.
A full suite under the financial umbrella.
Every service is anchored in retirement strategy and delivered in the right order.
Every service is anchored in retirement strategy and delivered in the right order.
01 / Core
Strategy for transitioning into and sustaining retirement — income design, tax sequence, longevity.
Retirement planning
Retirement planning
Explore
02 / Foundation
Holistic roadmap — budgeting, cash flow, protection, and growth in the right order.
Financial planning
Financial planning
Explore
03 / Legacy
Protecting and passing on wealth intentionally — beneficiary, trust, and long-term strategy.
Estate planning
Estate planning
Explore
04 / Bespoke
Tax strategy, business transitions, and specialty services tailored to your stage.
Tax strategy, business transitions, and specialty services tailored to your individual circumstances.
Additional services
Additional services
Explore
WHAT OUR CLIENTS SAY
Don't take our word for it.
Don't take our word for it.
Hear from clients who are already in the middle of this transition, and doing it with a plan.
Hear from clients who are already in the middle of this transition, and doing it with a plan.
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
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
HOW WE WORK
Built in sequence.
Built in sequence.
Awareness first. Then organization. Then ongoing collaboration. Each phase has a job, and they don't work out of order.
Awareness first. Then organization. Then ongoing collaboration. Each phase has a job, and they don't work out of order.
01
02
03
03
01
02
02
03
01
AWARENESS
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
what we think
The Digest
The Digest
The Digest
Articles on retirement, taxes, estate planning, and the decisions that tend to get put off. Written by the team, not a content mill.
Articles on retirement, taxes, estate planning, and the decisions that tend to get put off. Written by the team, not a content mill.
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?