The Cochrell Financial Difference
Here’s our “sales pitch.” We ask, “What’s important to you?” Whether you’re a recent college grad or enjoying retirement – or anyone in between — your story is unique and important to us. It is essential to devising the goals-based financial plan that works for you.
Call it a neighborly approach to doing business. We can attribute that to our generations-deep community roots and the practice of frequent follow-up calls and in-person conversations and updates. You tell us what’s new with you. We share with you what’s happening in the market. In that way we can frequently improve your financial plan and keep you on track to achieve your goals.
We take a different approach in reviewing your plan. It can be misleading to measure the success of your plan against the well-known stock market indices. The overall state of the market may have little to do with the state of your investments. We focus specifically on the performance of your money as it relates to the long-term plan we have thoughtfully established together.
We are an independent advisory firm, not tied to any specific corporate funding or particular investment suites. This gives Cochrell Financial more flexibility to choose the right financial products that meet your specific needs.
We offer a secure, fully-integrated wealth management software system that is your portal to your financial world. Review all your accounts and information. See if you’re on target to reach your goals you’ve outlined with us. Check your net worth. Track your spending. Set budgets. Complete with interactive charts and detailed views, it’s a great teaching tool. The more you know, the better we will communicate to optimize your financial planning. We will train you how to use it. Contact us to get started or create an account. Already know how? Log in here.
Most of all, we are not interested in hard-selling you on the trendy products just to make a sale. We are committed to a relationship built on trust and the long-term success of your financial planning – just as we are committed to the integrity of our standing in this community, where the Cochrell name has been a trusted neighbor and business since 1840.
Tell us about the life you want
We’ll create the plan to help get you there.