Pictured: Mike Morrell, Shawn Cook, Chris Yokley, Chris McMath, Nick Yokley
Often times, financial professionals have a business structure that is geared towards helping clients create a portfolio with one "simple solve". While providing advice and information on only one product can make the process easier on both parties, it can also lead to major gaps. We are in the business of providing a holistic approach to your financial plan by exploring all options available in the insurance and financial market. That way, no matter where life may take you, there will always be multiple layers of protection.
"Everyone needs someone to be an Advocate for them,
and that is what we aim to be"
Shawn Cook, the Wealth Adviser at Advocate Financial Partners, shares his experiences and expertise in the financial industry & the insurance industry. His background as an educator has played a vital role in developing his approach and how he serves clients each and every day.
Social Media Manager
The Perfect Mix
"Take advantage of the benefits your
employer offer you, but marry those with other products that will stay with you for life"
"Business owners can deduct contributions up to 20% of the company's gross annual income, through funding a life insurance policy."
"Using a cash value building life insurance policy can provide you will an immediate death benefit, and supplemental retirement income"
"It is 100% about when you want to be taxed
and when you think taxes will be higher"
Income For Life
"It is vital to have an income stream when it is unknown what will happen with interest rates. "
"Each situation, plan, annuity company, and individual is unique"
This article is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Advocate and their affiliated companies, and their representatives and employees do not give legal, or tax advice. You are encouraged to consult with your tax adviser, attorney or financial adviser.
Advocate Financial Partners Social Media Manager Emma Bradford