Steve Cook, RICP®
Investment Adviser Representative
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Education
Bachelors in Pre-Med from Hillsdale College & Masters of Administration from Eastern Michigan University
Certifications
FINRA Series 7, Series 63, Series 65 held through Lincoln Investment, Resident Producer (Accident, Life & Health, Property & Casualty Insurance), RICP®-Retirement Income Certified Professional® American College
Career Specialties
- Portfolios customized to client's current needs or phase of life, such as income distribution
- Managed portfolios for individuals who like direct access to managing advisor
- Portfolio Analysis of current accounts
- Long Term Care Insurance planning
- Life Insurance Planning with an emphasis on legacy strategies and protection
- Social Security Analysis
- Financial Planning proposed via MoneyTree Software
Hobbies
Physical fitness, visiting my granddaughter, stock trading and stock analysis, and traveling
Family Life
My wife Julie and I are blessed with three successful children: Kristen, Kayla, and Kevin. We are spread out across the country residing in Michigan, Vermont, Maine, Illinois, and Texas. While the distance can be a challenge, my wife and I enjoy traveling to see them and take pride in our ability to keep in touch several times a week. We all like to work hard in preparation for the good things to come.
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