Ron Cook Jr has been helping many pre retirees each year to clarify their dream retirement by building a plan with predictable income, while trying to lower risk, taxes and cost.


He has grown up in the family business of helping retirees with his dad, Ron Cook Sr. He has does this by transforming them from a "I hope so..." to a "I know so..." Retirement. Working with established custodians such as Fidelity, TD Ameritrade, and Charles Schawab. We are proud to use the money manager "Formulafolios Investments", they have been ranked 10th on the 2017 Inc. 500 list of fasting growing private companies.

Ron loves God, his family and his girlfriend. He truly enjoys educating and helping those who need a hand up.

When not working you can find him down the Cape, he loves his New England Patriots, and is a annual pass holder of Disney World.


FormulaFolio Investments' Inc. 500 Disclosure: FormulaFolio Investments, LLC is ranked 10th on the 2017 Inc. 500 list. The growth rate stated is based on revenue earned in the last three years with only private companies who apply in consideration. For further information on the criteria please visit:

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Ron Cook Jr Headshot

Ron Cook Jr
Investment Advisor Representative


Associating Firms

Cook Tax & Retirement Services
Annuity and Life Insurance Specialist

Ron Cook Sr.



Portfolio Monitoring Technolgy

Blueleaf Technologies

Formulafolios Investments
Retirement Money Managers

Jason Wenk


Retirement Wealth Advisors

Investment Advisors Firm

Jason Wenk

WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement. 

There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages. 

WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.