Chris Cooper &
Company Inc., 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.
We offer special services to the elderly in the form of geriatric care management. Other
areas of expertise include investment advisory services through managed accounts with an
emphasis on retirement and educational funding. We also specialize in tax preparation and
estate and gift tax planning.
Chris Cooper & Co. works actively in the community, providing free tax workshops and
financial education to schools and organizations such as the Jaycees, University of Toledo
and Lourdes College, Owens Community College, Bowling Green State University and The
Internal Revenue Service.Experience:
Collectively our company has twenty three years experience in the financial planning area.
Services Provided:
Comprehensive Financial Planning
Investment and Asset Management
Tax Preparation
Insurance
Charitable Giving
Elder and Long-Term Care Planning
Funding Education
Estate Planning
Retirement Planning
Trust Management
Cash Management and Budgeting
Stock and Bond Brokerage
Employee Benefits and Qualified Plans
Retirement Planning for Business Owners
Planning for Owners of Small Businesses |