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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.

Forty

years of experience

Hundreds

of happy clients

Countless

cups of coffee

Why work with us

In his own words.

Why Cook Pierce? Dexter Pierce has spent his career answering that question. Here's the short version.

START WHERE YOU ARE

Where are you right now?

Retiring in the next few years

Your pension, Social Security, and savings sit in different places.

Leaving an employer soon

Benefits, a retirement plan, and Medicare all change on one date.

No will or trust yet

Or your home has special rules, like a co-op or an HOA.

A large tax-deferred balance

See what taxes could do to it, with a free preview.

A business, a sale, or an inheritance

Situations with more moving parts.

Not sure where to start

Start with the whole picture, in the right order.

What we offer

A full suite under the financial umbrella.

Every service is anchored in retirement strategy and delivered in the right order.

01 / Core

Retirement planning

Strategy for transitioning into and sustaining retirement: income design, tax sequence, longevity.

Explore retirement planning

02 / Foundation

Financial planning

A holistic roadmap: budgeting, cash flow, protection, and growth in the right order.

Explore financial planning

03 / Legacy

Estate planning

Protecting and passing on wealth intentionally: beneficiary, trust, and long-term strategy.

Explore estate planning

04 / Bespoke

Additional services

Tax strategy, business transitions, and specialty services tailored to your stage.

Explore additional services

WHAT OUR CLIENTS SAY

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.

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

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

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

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

Caroline

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

HOW WE WORK

Built in sequence.

Awareness first. Then organization. Then ongoing collaboration. Each phase has a job, and they don't work out of order.

AWARENESS

01 EDUCATION

We help you understand how your financial choices impact your ability to achieve your goals.

Learn more

organization

02 organization

02 ORGANIZATION

We bring all aspects of your personal economy together for a clear, real-time view.

Learn more

collaboration

03 collaboration

You work with us to make informed decisions tailored to your financial future.

Learn more

03 COLLABORATION

what we think

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.

Your Money

The Question Worth Asking

10 min read

What Do You Actually Own When You Buy a Financial Product?

Your Money

The Question Worth Asking

10 min read

What Do You Actually Own When You Buy a Financial Product?

Protection

The Long View

11 min read

Affinity Fraud and Celebrity Endorsement: A Historical Pattern Worth Recognizing

Protection

The Long View

11 min read

Affinity Fraud and Celebrity Endorsement: A Historical Pattern Worth Recognizing

Sufficiency

CP Perspectives

8 min read

The One Instinct Your Retirement Plan Cannot Afford to Trust

Sufficiency

CP Perspectives

8 min read

The One Instinct Your Retirement Plan Cannot Afford to Trust

Your Money

The Leak Report

15 min read

What June was really about

Your Money

The Leak Report

15 min read

What June was really about

Surplus

The Question Worth Asking

7 min read

What Happens When One of the Top Companies in Your Index Fund Stumbles?

Surplus

The Question Worth Asking

7 min read

What Happens When One of the Top Companies in Your Index Fund Stumbles?

Global Economy

The Long View

8 min read

Concentration Is Not New. This Version of It Is.

Global Economy

The Long View

8 min read

Concentration Is Not New. This Version of It Is.

Ready to see what you’re losing?

A free 45-minute video call. Nothing to prepare. No pressure.

Prefer to talk first? Text or call (404) 244-6675, or email hello@cookpierce.com.

Ready to see what you’re losing?

A free 45-minute video call. Nothing to prepare. No pressure.

Prefer to talk first? Text or call (404) 244-6675, or email hello@cookpierce.com.

Ready to see what you’re losing?

A free 45-minute video call. Nothing to prepare. No pressure.

Prefer to talk first? Text or call (404) 244-6675, or email hello@cookpierce.com.