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Lula Financial is a boutique financial services firm. We work with clients to strengthen their finances in the following areas: Retirement Planning 401(k)/403(b) Rollovers IRA/Roth IRA Investment Strategy Student Loan Debt Credit Card Debt Life Insurance We are fee-only investment advisors and fiduciaries.

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Cook, AIF can help you with 401(k) and 403(b) plan rollovers, college planning, and maximize your up customized retirement plans such as SEPs, SIMPLE IRA’s, 401(k)s Profit Sharing Plans, Defined Benefit and Cash Balance Plans. We strive to bring simplicity and clarity to complex financial issues giving you the