We at Issaquah Financial are dedicated to developing lasting relationships with all of our clients. We believe in helping people assess their financial goals and help guide them through the management of their finances. 

We do this by offering a wide range of financial products and services to individuals and business owners. We believe with our help, you will be better able to identify your goals and make sound decisions to reach them.

Issaquah Financial can help provide clear and easy to understand explanations of the financial products and services available to you. The personalized programs provided through Issaquah Financial will give you a roadmap to working toward a more secure financial future.

We also offer Special Needs Financial Planning (SNFP). We collaborate with families to plan for their future and the future for the lifelong needs of their family member with a disability. 

At Issaquah Financial, YOU are our priority!

 

Meet our Team

Steve Cooke

Since 1990, Steve Cooke has been in and around the Issaquah area helping individuals, families, and businesses achieve their financial goals through financial planning. To enhance his ability to work with families who have loved ones with special needs, he has acquired professional knowledge in the field of special needs financial planning. Steve holds the Chartered Special Needs Consultant (ChSNC) and the Chartered Life Underwriter (CLU) designations.

Licenses held include:

FINRA  6, 63, 65 and 62 in WA, CA, OR, KS 

Life and Disability insurance licenses in WA, and CA. CA Insurance License # 0133025

 

Association memberships include:

  • Financial Planning Association (FPA) of Puget Sound
  • Academy of Special Needs Planners (ASNP) 
  • National Association of Insurance and Financial Advisors (NAIFA)

 

 

Julia Cooke

Julia, as an independent health insurance broker, has an in-depth knowledge of both Medicare, the Affordable Care Act (Obamacare), and the Washington HealthPlanFinder. This makes her a valuable commodity in today's health insurance marketplace. In other words, she has the ability to take large quantities of very boring information that virtually nobody wants to read and she boils it down into bite-size morsels of meaningful descriptions of what it really means in a way that makes sense.

It should go without mention, but it's worth pointing out Julia's loyalty when it comes to serving her client's best interests. She is appointed with most all of the insurance carriers available in King County and able to offer their plans, but she is beholden to none. Her services are free of charge to her clients. Her background prior to her insurance career involved European youth ministry where she developed the patience she now needs. She does not use an umbrella, as she was raised here in western Washington.

Click here to learn more about how Julia may be of help to you with your health insurance needs.

 

 

 

How We Help

Business Owners

While developing a customized financial plan for your business, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to help suit your vision and objectives. We can help you execute a sound financial plan addressing the following issues:

Individuals & Families

In developing a customized financial strategy, we walk you through a step-by-step process that will help you feel confident in your decisions.

Once your goals are established, we customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial plan utilizing the following products and services:

Planning Services

  • Financial Planning - mapping out your financial path, from where you are now to where you want to be.
  • Special Needs Financial Planning  - families caring for a child with special needs have unique requirements.
  • Retirement Planning - helping you to create and keep the standard of living in retirement you envision.
  • Charitable Giving - helping you to leave a legacy that impacts the causes you care about. 

Investment Management Strategies

  • Accumulation and Distribution
  • Tax Reduction Strategies
  • Estate Conservation
  • Access to Fee-Based Asset Management
  • Brokerage Services

Insurance Products Offered