Forrest Cook, CFP^®

As the owner of Cook Financial Group, I am committed to maintaining the highest standards of integrity and professionalism in client relationships. My philosophy includes getting to know clients to understand their unique financial situation, and then providing customized information, services and products to reach their goals. With over 35 years of experience in the industry, I am dedicated to developing lasting relationships with my clients. I believe assessing financial goals and the management of client finances should be a collaborative process. I lay out options for clients so they can make informed decisions based on objective, clear, customized strategies. I treat clients like family and holds myself accountable 24/7 with CFP-caliber competency. This attitude was inspired by my humble upbringing and grandmother’s influence who taught me hard work and to always do the right thing. My faith continues to direct him to be steadfast, loyal, and to always do what’s in the client's best interest. Outside of work, I enjoy volunteering for various non-profit organizations, and playing in the Kansas City Men’s Senior Baseball League…an activity I've participated in for more than 35 years. My love of the sport comes from playing at Baker University, and then later, semi-professional ball. I also make it a priority to spend time with my partner, Joann, and my son, Adam.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances