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

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.

Book your Financial Awareness session

Schedule a call

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

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.

Schedule a call

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

Why work with us

In his own words.

In his own words.

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

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

Book your Financial Awareness session

Schedule a call

Schedule a call

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 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

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

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

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.

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

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.

read more

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Your Money

The Question Worth Asking

7 min read

Do Economic Headlines Describe the Economy You Actually Live In?

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Your Money

The Question Worth Asking

7 min read

Do Economic Headlines Describe the Economy You Actually Live In?

Blog Image

Global Economy

The Long View

10 min read

When Economic Data and Lived Experience Diverge: A Historical Look

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Global Economy

The Long View

10 min read

When Economic Data and Lived Experience Diverge: A Historical Look

Blog Image

Sufficiency

CP Perspectives

8 min read

What a Single Insurance Renewal Letter Actually Means for Your Retirement

Blog Image

Sufficiency

CP Perspectives

8 min read

What a Single Insurance Renewal Letter Actually Means for Your Retirement

Blog Image

Your Money

The Question Worth Asking

10 min read

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

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Your Money

The Question Worth Asking

10 min read

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

Blog Image

Protection

The Long View

11 min read

Affinity Fraud and Celebrity Endorsement: A Historical Pattern Worth Recognizing

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Protection

The Long View

11 min read

Affinity Fraud and Celebrity Endorsement: A Historical Pattern Worth Recognizing

Blog Image

Sufficiency

CP Perspectives

8 min read

The One Instinct Your Retirement Plan Cannot Afford to Trust

Blog Image

Sufficiency

CP Perspectives

8 min read

The One Instinct Your Retirement Plan Cannot Afford to Trust

Ready to see what you’re losing?

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

Book your Financial Awareness session

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.

Schedule a call

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.

Schedule a call

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

The Leak Report

One story a month for people who want to understand what is really happening to their money.

By entering your email you agree to receive The Leak Report and occasional communication from Cook Pierce. We respect your privacy and will never share your information. You can unsubscribe at any time.

About

The Digest

Contact

Retirement Planning

Financial Planning

Estate Planning

Additional Services

Email - hello@cookpierce.com

Phone - (404) 244 6675

Privacy Policy

Cookie Policy

© Cook Pierce All rights reserved

Cook Pierce Financial Management, serving Decatur and the greater Atlanta area since 1989. Insurance and annuity products and services are offered through Cook Pierce Financial Management, LLC (“Cook Pierce”). Investment advisory services are offered separately through Dexter Pierce, an investment adviser representative of Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Non-investment advisory services, including the sale of fixed insurance products, are not provided by or through Foundations. Nothing on this website constitutes investment, legal or tax advice, and neither Cook Pierce nor its agents or representatives may give tax or legal advice. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment, insurance product, annuity or planning strategy is suitable for any specific person. Nothing on this website is an offer to sell, or a solicitation of an offer to buy, any security or insurance product.


Any comments stating or implying safe and secure investments, protection benefits, steady and reliable income, and/or guaranteed income streams refer only to fixed insurance products that are regulated by state insurance regulators and do not refer to any securities-based investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength and claims-paying ability of the issuing insurance company and are not guaranteed by any bank or the FDIC. Annuities may be subject to fees, surrender charges and holding periods that vary by insurance company. Investments in securities involve the risk of loss, including a total loss of money invested. Any historical performance data is solely illustrative and provided as general information. It is not a prediction of future results or a representation of past results for any specific client.


Personalized investment advice can only be provided after you engage Foundations, sign the required documentation (including a client agreement), and receive the required disclosures. Personalized insurance and annuity recommendations can only be provided after you engage Cook Pierce and receive the required disclosures. Services are only offered where Cook Pierce, Foundations and their representatives are properly licensed or exempt from licensure, and each firm reserves the right to accept or reject any prospective client. Please consult a qualified professional before making any purchasing decision. For more information about Foundations and Dexter Pierce, visit https://adviserinfo.sec.gov and search by firm name, individual name, or CRD #175083.

The Leak Report

One story a month for people who want to understand what is really happening to their money.

By entering your email you agree to receive The Leak Report and occasional communication from Cook Pierce. We respect your privacy and will never share your information. You can unsubscribe at any time.

About

The Digest

Contact

Retirement Planning

Financial Planning

Estate Planning

Additional Services

Email - hello@cookpierce.com

Phone - (404) 244 6675

Privacy Policy

Cookie Policy

© 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.

The Leak Report

One story a month for people who want to understand what is really happening to their money.

By entering your email you agree to receive The Leak Report and occasional communication from Cook Pierce. We respect your privacy and will never share your information. You can unsubscribe at any time.

About

The Digest

Contact

Retirement Planning

Financial Planning

Estate Planning

Additional Services

Email - hello@cookpierce.com

Phone - (404) 244 6675

Privacy Policy

Cookie Policy

© Cook Pierce All rights reserved

Cook Pierce Financial Management, serving Decatur and the greater Atlanta area since 1989. Insurance and annuity products and services are offered through Cook Pierce Financial Management, LLC (“Cook Pierce”). Investment advisory services are offered separately through Dexter Pierce, an investment adviser representative of Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Non-investment advisory services, including the sale of fixed insurance products, are not provided by or through Foundations. Nothing on this website constitutes investment, legal or tax advice, and neither Cook Pierce nor its agents or representatives may give tax or legal advice. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment, insurance product, annuity or planning strategy is suitable for any specific person. Nothing on this website is an offer to sell, or a solicitation of an offer to buy, any security or insurance product.


Any comments stating or implying safe and secure investments, protection benefits, steady and reliable income, and/or guaranteed income streams refer only to fixed insurance products that are regulated by state insurance regulators and do not refer to any securities-based investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength and claims-paying ability of the issuing insurance company and are not guaranteed by any bank or the FDIC. Annuities may be subject to fees, surrender charges and holding periods that vary by insurance company. Investments in securities involve the risk of loss, including a total loss of money invested. Any historical performance data is solely illustrative and provided as general information. It is not a prediction of future results or a representation of past results for any specific client.


Personalized investment advice can only be provided after you engage Foundations, sign the required documentation (including a client agreement), and receive the required disclosures. Personalized insurance and annuity recommendations can only be provided after you engage Cook Pierce and receive the required disclosures. Services are only offered where Cook Pierce, Foundations and their representatives are properly licensed or exempt from licensure, and each firm reserves the right to accept or reject any prospective client. Please consult a qualified professional before making any purchasing decision. For more information about Foundations and Dexter Pierce, visit https://adviserinfo.sec.gov and search by firm name, individual name, or CRD #175083.