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Financial Planning

Preferred Planning Associates offers our members financial independence through establishing clear goals and financial discipline. Providing comprehensive personal planning services, Preferred Planning Associates' onsite registered representative, Ray Cook, is committed to educating members to make well-informed decisions and find meaningful financial paths to the future.

Services include:

  • Brokerage services
  • Money management
  • Personal financial planning
  • College planning
  • Long-term care insurance
  • TSA plans
  • Retirement planning
  • Insurance planning
  • Estate planning
  • Business planning
  • IRA check-ups

Call Ray Cook today at (513) 529-6094 to schedule a visit or for more information.

Email Ray Cook


Disclaimers: Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit the services described on this page to residents of states in which we are registered.

No information provided on this page is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of Cambridge Investments, Inc., whose identities and associations are disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: Indiana, Kentucky, Ohio, Florida, and Pennsylvania.

If you reside in a state other than those listed, please contact us via the email links provided, so that we may take the appropriate steps and inform you when the services of Ray Cook are available in your state. Thank you.

*Non-Deposit Investment Products are not NCUA or FDIC insured, are not obligations of or guaranteed by the Credit Union, involve investment risk and may lose value. Registered Representative, Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Preferred Financial Planning, Miami University Community Federal Credit Union, and Cambridge are not affiliated.

Ray Cook

Preferred Planning Associates

Phone: (513) 529-6094

 

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