|
Chris
Cooper, Clu, CHFC, CFP 1-800-ADVISER ext.
1034 Toledo,
Ohio
|
|
|
|
|
|
|
|
| |
|
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
Click
here |
|
Visit
Chris's Web Site
Click
here |
|
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 |
|
Click Here to
go Back to the 1-800-ADVISER Home Page |
|
|