Chris Cooper, Clu, CHFC, CFP  1-800-ADVISER ext. 1034   Toledo, Ohio 

   
 

Chris Cooper and Company

Chris Cooper, CLU, CHFC, CFP


Office:
5810 Southwyck Blvd, Suite 10
Toledo, Ohio 48614

1-800-ADVISER ext. 1034

     
    Call Chris at
    1-800-ADVISER
    ext. 1034

    Member of The 
    Financial Planning Association. 

     


E-mail Chris 
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Services Available:
Financial Planning 
Money Management
Tax Services
Estate Planning
Overview 
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 is also affiliated with Elder Care Advocates a subsidiary that provides geriatric care management and consulting. 

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
Available Services
Financial Planning Services
Financial planning services are available based upon your specific financial situation and objectives. Services available include: asset allocation strategies, cash flow planning, retirement planning, educational funding planning, stock option exercise planning and recommendations summaries.

Portfolio Management
We begin the portfolio management process by establishing an investment policy statement that describes your goals and investment objectives. We analyze your assets and liabilities and review your cash flow requirements. We evaluate and monitor your investments and risk tolerance. We then recommend an asset allocation strategy. Once agreed, we implement and then monitor a portfolio strategy. 
Additional Information
References
References are supplied based upon the specific type of service you are looking for. 
Account Minimums 
None.
Work Hours & Response Time
Regular Office Hours are from 9 to 6, Monday through Friday; will respond daily.
Pricing and Fees
Fees are based upon the specific service you desire. In general, our fees for comprehensive financial planning services range from $2,500 to $10,000. Portfolio management fees are charged based upon a percentage of assets. 

 Call Chris, CLU, CHFC, CFP at 1-800-ADVISER ext. 1034


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