Two Concerns for Seniors: Maintaining Control and Leaving a Legacy - http://t.co/Idura5vHje
Chris Cooper & Company is a comprehensive financial planning firm. We believe looking at the client's complete financial picture is the only way to properly assess sound financial advice. This encompasses everything from their personal and business financial goals along with their emotional well being and objectives.
We work in conjunction with several other financial professionals to integrate our clients with full legal, accounting, tax and investment services. We walk them through these processes each and every step of the way. Our clients range from the modest to wealthy, as well as pre-retirees to retirees.
ElderCare Advocates is a team of geriatric care managers and other social work and health care professionals dedicated to keeping seniors healthy and independent and living in their homes as long as possible. Find Out More.
Professional Fiduciary Services
Chris Cooper, CFP®, is a California Licensed Professional Fiduciary and a National Certified Guardian. As a professional fiduciary, he works with seniors, disabled persons and other individuals who can’t manage their affairs on their own, assisting with everything from day-to-day financial issues to investment and estate management. Find Out More.