Alexz Cook, Wealth Strategies, 8836 W Gage Boulevard Ste 202, Kennewick, WA (2026)

Helping clients build, protect, and transfer wealth through comprehensive planning and investment guidance.

509-374-7174
[email protected]
8836 W Gage Blvd Ste 202, Richland, WA
calendly.com/alexzcook

02/16/2026

Rules for Required Minimum Distributions (RMDs) just got friendlier. Based on new changes to SECURE 2.0 Act some clients can now use annuity income to offset other RMDs distributions from other non-annuitized qualified retirement accounts. New York Life is here to help make annuity conversations easier. Let’s connect to see if this strategy makes sense for you.

09/26/2023

The income of a business owner stands as one of their most valuable assets. Life insurance can be a crucial solution for small businesses in multiple ways, ensuring your business can continue operations smoothly.

08/31/2023

Securing Your Legacy: How Life Insurance Can Multiply Your Impact for Future Generations

In the final moments of your life, consider the gravity of the legacy you leave behind. Imagine the profound implications of leaving nothing but the weight of mortgage and car debt for your loved ones to shoulder. Your contemplation of this scenario underscores the importance of comprehensive financial planning to safeguard your family's future.

07/31/2023

You may not realize that 7 out of 10 people age 65 and older will need some kind of help with everyday activities—like getting dressed or going to the doctor. Health insurance generally doesn’t cover this type of care and almost half of people who need long-term care spend over $107,000 a year.

It’s good to consider purchasing long-term care insurance while you’re still healthy, as there is a possibility of becoming ineligible for coverage in the future should health conditions change.

Feel free to reach out with any questions through messenger or my business contacts
509-374-7174
[email protected]

READ MORE - https://www.newyorklife.com/products/long-term-care-insurance

07/18/2023

Dear Friends and Family,

I am writing to share some incredibly exciting news that has been brewing in my life lately. After careful consideration and extensive research, I have decided to begin on a new career path as a financial service professional with the esteemed New York Life!

This new chapter allows me to combine my love for assisting people and Businesses, with my innate drive to create financial security and peace of mind for individuals and families alike.

my primary goal will be to safeguard the financial future of my clients and ensure that their loved ones are protected in times of uncertainty. I will be working closely with individuals, families, and businesses, helping them understand their needs and designing customized plans tailored to their unique circumstances. Whether it's life insurance, retirement planning, or estate planning, I will be there to provide expert guidance every step of the way.

Here's to an exciting new chapter filled with growth, meaningful connections, and the opportunity to make a positive impact!

Address

8836 W Gage Boulevard Ste 202
Kennewick, WA
99336

Telephone

+15093747174

Website

http://alexzcook.nylagents.com/, https://www.newyorklifeinvestments.com/

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