Foundation Planning

  • Retirement Planning Strategies
  • Income Strategies
  • Social Security Planning
  • Cash Flow Analysis
  • Debt Analysis
  • Tax Mitigation Strategies
  • Education Planning

Investment Management Strategies

  • Asset Allocation
  • Asset Management
  • Tax Minimization Strategies

Estate Planning

  • Estate Planning Strategies
  • Ownership & Beneficiary Review
  • Surviving Spouse Strategies
  • Endowment & Charitable Gifting Strategies
  • Risk Contingency Planning

Specialized Services

  • Second Opinion Service
  • Divorce Financial Planning
  • Business Consultation & Succession Planning
  • Family Meeting

*Disclosure: Gilbert & Cook, Inc. does not offer tax or legal advice. You should consult with an attorney for legal advice and a qualified tax professional
for tax advice.