Welcome

A better
way to plan
for retirement

The best way to plan for your future, is to understand your options. We here at Cook Pierce have a process to help you become “financially aware,” guiding you to the best way to achieve your goals.

Get in touch
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partners
AIG
Allianz
Lafayette Life
Nationwide
Mutual of Omaha

How we can help you

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Retirement Planning

No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.

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Estate Planning

Estate planning can ease the burden by providing clear directions. We will assure that your wishes are known and help avoid the chaos that could follow.

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Lifestyle Planning

We will work with you to balance your work and leisure time efficiently. Let's work together so that you can enjoy being with those you love now and into the future.

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Life Insurance

Life insurance is a unique asset that can provide tax-free income for life. With our help your life insurance could become the cash flow engine that lets you enjoy retirement.

A little something about us

For over 40 years, Dexter has helped his clients navigate the often-turbulent waters of financial decisions. After 10 years of representing some of the industry’s leading companies, he began his private practice and in 1989, founded Cook Pierce Financial Management. 

He has helped individuals and businesses make the right financial decisions through educating, organizing, and management. Time and experience have had a profound effect on his overall approach to financial management. Dexter now focuses on helping his clients create and protect their personal wealth using safe money strategies. Strategies that not only protect the principal investment, but are also designed to achieve substantial growth in their portfolio so that they can enjoy the active retirement they’ve been looking forward to.

To learn what this entails and how it might benefit you, let’s have a conversation.

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Testimonials

Dexter Pierce has provided me with retirement options that I did not even know existed.  He analyzed and assessed my current wealth status, then generated financial tools that provided a lower risk. He locked in a stable return and guided me toward a tax-free retirement life.  I wish I had met up with him many years ago, but I am sleeping much more peacefully now.

Gary L.
Testimonials

Mr Pierce thoroughly knows his field of expertise and I found him to be skillful in matching the best product[s] to meet my specific needs and comfort level. He's an excellent listener, who seeks first to understand his clients. He made sure that I understand the choices we make. Thanks to Mr Pierce, I was able to retire early without undue financial worries. 

Caroline D.
Testimonials

I highly recommend Dexter Pierce to anyone who wants to see growth in their investments. Because of his financial expertise, I am now retired and can do what I want, when I want, and how I want. My money is increasing in value and in a safe place thanks to him. He has not only helped me grow my investments, but has also educated me on how to monitor them.

Richie P. 
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Cook pierce client development

Introductory Conversation
with Client Development

30 mins

We welcome the opportunity to learn more about your unique circumstances and share how Cook Pierce adds value to our clients’ lives. There is no cost or obligation, and all calls are confidential.

Book appointment now

Frequently Asked Questions

How much do your services cost?

The initial consultation is at no cost to you. Going forward, the cost will be based on the services selected; all of which is covered in the initial call.

How quickly can we get started?

As soon as you like. Schedule a call and we're off.

What if I already have a financial advisor?

There is never any harm in comparing the services of your advisor to another, especially if they do not specialize in the same area.

What if I am not close to retirement?

The best time to organize your strategy is now. Time can work against you or for you. By starting now time becomes your ally.

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