Elderly & Disabled Adults
Elderly and disabled adults require special considerations when in comes to overall planning. Medical, psychological, social, environmental, legal and financial factors must all be considered when evaluating the care of these individuals. Chris Cooper & Company in conjunction with ElderCare Advocates analyzes the best long term care options for family members who can no longer care for themselves.
Chris Cooper & Company provides financial planning services to nontraditional families which includes marriages not recognized under federal law, same sex marriages, domestic partnerships and blended families. While these families are quite common, they present complex tax and estate planning issues that require professional guidance. We help nontraditional families assess their needs and challenges and provides solutions to help the family achieve it's financial goals.
Persons Retiring or Preparing to Retire
Retirement requires a shift in the way decisions are made. The investment strategies utilized during the accumulation years are not appropriate during retirement. Chris Cooper & Company helps pre- and post-retirees adapt their financial planning and investment strategies to a wealth preservation and distribution strategy to help ensure that there is enough money to last throughout retirement.
Small Business Owners
Small business owners inevitably reach a point when they would like to sell their business or transition ownership to a family member or employee. Whether you are looking for help with succession planning, selling your business, or closing your doors, we can help you plan for the financial transition.