Chris Cooper & Company Inc., is a fee-only 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 Management Consultation and Manager Searches 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