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6500 Emerald Parkway
Suite 100
Dublin, OH 43016

J. Cook - Financial Services


The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Understanding Today’s Financial Environment

Welcome, I’m Jerod Cook, a financial professional in Dublin, OH. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, my personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 614.270.0109.

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Critical Estate Documents

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The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Use this calculator to compare the future value of investments with different tax consequences.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Estimate your monthly and annual income from various IRA types.

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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There are some key concepts to understand when investing for retirement

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Tax Management Strategies

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Agent Jane Bond is on the case, cracking the code on bonds.

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Investors seeking world investments can choose between global and international funds. What's the difference?

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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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