THE IFW RETIREMENT ROADMAP EXPERIENCE
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Michael Cook has spent more than three decades in financial services as an entrepreneur in San Antonio. He started his own agency 25 years ago, and has been independent for the last 20 years. “We chose to become independent, because that allows us to focus completely on our client without any distractions. It gives us a better approach in terms of what fits best for each individual, instead of a one-size-fits all approach,” Mike says. Mike’s firm, NGB Financial, has a history of working with large and small business owners with their retirement planning, and still has a division that design employer plans.
But they have migrated more toward retirement planning for individual families in the last two decades or so, as they saw the need increasing. “We like to help take the confusion out of planning for retirement and prefer to focus on strategies that provide the Sure Thing instead of a Maybe,” he says. Mike received his business degree in economics from Sam Houston State University (SHSU). He married his high school sweetheart, Karan, 40 years ago and they have two daughters—Mike loves golfing as well as exploring the great biking trails around the San Antonio area.