| Advisor Profile |
 |
| Name: |
Michael Cooper, CPA, CFP®, ChFC®, CASL® |
|
|
 |
| Research This Advisor |
|
|
| Request More Information |
|
|
|
|
|
|
| To contact this advisor or to receive more information, please call the phone number or visit the website listed above. |
| |
| Prepared By: |
Michael Cooper, CPA, CFP®, ChFC®, CASL® |
Frequently Asked Questions |
|
| Q. |
Do you have a customer satisfaction or refund policy? |
| |
We are willing to supply names of current clients who have been with us for over 20 years |
|
| Q. |
What are your qualifications? What is your education background? |
| |
Former CPA with KPMG Peat Marwick, CFP professional, and my partner has been in the business for over 60 years
CPA, CFP, ChFC, CASL, MBA in Finance |
|
| Q. |
What is your approach to financial planning? |
| |
CFP big picture approach, which covers income taxes, retirement and investment analysis, estate tax strategies and insurance reviews |
|
| Q. |
What services do you offer? |
| |
Comprehensive financial planning covering income taxes, retirement and investment analysis, estate tax strategies and insurance reviews |
|
| Q. |
How many clients do you currently manage? |
|
| Q. |
Will you be the only person working with me? |
| |
We have a small team of professionals, but I will be the key person you will work with |
|
| Q. |
How are you compensated? How will I pay for your services? |
|
| Q. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
|
| Q. |
How much risk should I be willing to take? |
| |
We will help you determine the level of risk |
|
| Q. |
Have you ever been charged with any breaches? |
|
| Q. |
What services do you provide? What are your specialties? |
| |
As a CFP and CPA, we provide comprehensive financial planning services covering income and estate taxes, retirement and investment analysis and insurance reviews |
|
| Q. |
What is your experience? How many clients do you currently manage? |
| |
We have over 90 years of combined experience and have 150 clients |
|
| Q. |
What financial institution(s) do you represent? |
|
| Q. |
How do you charge for your services? |
|
| Q. |
Do you provide a free initial consultation? |
|
| Q. |
Why should I choose you as my financial advisor? |
| |
We have the most experience and hold various designations and credentials, such as the CPA license, CFP, ChFC, CASL and an MBA |
|
| Q. |
What are your qualifications? |
| |
CFP, CPA, ChFC, CASL, MBA and over 90 years of experience |
|
| Q. |
What is your approach to 401 K plan rollovers? |
| |
Determine if an IRA rollover is the best option for you, or if you should take a stock lump sum called NUA |
|
| Q. |
How long does the process of rolling over a 401K plan usually take? |
|
| Q. |
What financial institutions do you represent? |
|
| Q. |
How many years of experience do you have? |
| |
90 combined with my partner |
|
| Q. |
What are your fees for this service? |
|
| Q. |
How many 401K rollover clients do you currently manage? |
|
| Q. |
Why should I roll over my 401K plan to your firm? |
| |
As a CPA, I understand the tax implications |
|
| Q. |
Do you provide a free initial consultation? |
|
|
|
