About Our Retirement Income Services

Meet Sam Cook, Your Series 65, Full-Service, Licensed Financial Advisor to:

Our clients trust us with one of the most important aspects of their life: retirement income. Since we work together so closely, we think it’s only fair for clients to know more about the people behind Regency Wealth Management!

Sam Cook’s grandparents were farmers and lived in the small town of Fountain Inn (near Greenville, South Carolina). His family raised cattle and large crops of cotton and soybeans. As a result of his time on the family farms, he has great appreciation for hard work that is demanded on the farm and what it is like to live “close to the land”.

While he was growing up, Sam’s father and mother owned a small grocery store. Sam was able to pump gas and help customers in the store as early the age of 10. The family later owned a Baskin-Robbins ice cream store. After graduating with a BA from Furman University, he then moved to Fort Worth where he earned his Master’s degree.

In grad school he met Julie who had been widowed at the age of 25 with two precious daughters. After dating for a couple of years, Sam and Julie were married in July, 1981. They just celebrated their 35th wedding anniversary. They have three daughters, one son and five grandchildren ranging from 11 months old to 13 years old.

For nearly 10 years Sam worked as the Vice-President of a Christian publication company based in Fort Worth. Then he founded a successful computer consulting company where he served clients in the Printing, Publishing, Advertising and Graphic Design industry for 6 years.

Sam began his career in Financial Management with John Hancock in 1996. He has been assisting Pre-retirees and Retirees to effectively plan for and enjoy their retirement for the past 20 years. It has been truly amazing to be a part of these families as they grow and thrive thanks to well-managed retirement income. One of the greatest honors of Sam’s life has been the opportunity to now serve the children of these original clients.

Regency Wealth Management is a family-run company and we care about your family. Contact us to learn more about how our financial management services can maximize your retirement income.

Suggested Content