Tom Cooper, CFP

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Tom Cooper's ADV2b

"People that work with a CFP professional typically do better especially when the going gets tough"   - Tom Cooper, CFP

A real financial plan addresses and facilitates many strategies and personal financial objectives, including::

• Risk Management
• Cash flow
• Healthcare
• Asset Management
• Tax Management
• Business Transitioning
• Retirement Accumulation,   
• Estate preservation, and much more.

So far, in his career, Tom has helped over 450 families around the United States in his position as a CFP to help clients reach their financial goals. Tom works with his team of professionals to be responsive, and in the best interests of his clients.