Randall R. Cooper,
CFP®
Certified Financial Planner™, practitioner
I specialize in planning for many of life’s transitions: Career Change,
Retirement, Business Succession, Marriage, Divorce, Starting a Family, Sudden
Wealth, Losing a Loved One, Starting a Business, Passing on Your Estate, etc.
This requires a mature Financial Planner with many years of experience. Perhaps
this is why you are visiting my website.
I am one of the few fee-only financial planners
in the U.S. This means only you are paying me for my services.
I work for you only. I have no conflicts of interest. We
work together on your financial needs and desires.
My fee is not based on your level of wealth.
My fee is by the hour for as little or as much planning
as you need. For instance, you may require a comprehensive
financial plan or you may only need a second opinion. We
will agree in advance on the scope and the number of hours
of our planning engagement. You will absolutely get what
you need.
Who is my typical client?
My clients are people who are seeking a better
solution to their financial planning needs. Among my clients
are small business owners, professionals, individuals and
families.
Wealthier more affluent clients are offered
competent planning for a reasonable fee not based on their
level of wealth.
Clients who are not wealthy are not turned
away.
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