Lifetime Planning to Meet Your Goals
Comprehensive Financial Planning in Shelton, CT and Throughout the U.S.
At Cooper Financial Services, we believe that whether your aspirations are very simple or quite complicated, achieving them is never easy. It takes hard work, expert advice, careful planning and a commitment to doing things right over a long period of time. We have helped hundreds of families just like yours define, create, and live their lives through a wealth management process we call “lifetime planning.” Your family deserves nothing less.
Keys to Lifetime Planning
Our Core Services
Personalized Financial Planning
Achieve your financial aspirations with our personalized financial planning. We develop a customized plan that covers all aspects of your financial life, guiding you toward your goals with clarity and confidence.
Active Investment Management
Optimize your portfolio with our tailored investment management services. We design strategies that align with your goals, risk tolerance, and market conditions to maximize growth and secure your financial future.
Retirement Planning
Plan confidently for your retirement with our expert guidance. We create comprehensive retirement strategies to ensure your wealth lasts, providing you with the financial security and peace of mind you deserve.
Estate Planning
Preserve your legacy with our estate planning services. We help you structure your estate to protect your assets, minimize taxes, and ensure a smooth transfer to your beneficiaries.
Tax Optimization
Maximize your wealth through strategic tax optimization. Our experts identify opportunities to reduce your tax burden and enhance your financial position, both now and in the future.
Insurance Analysis
Protect your financial well-being with our comprehensive insurance analysis. We assess your needs and recommend tailored solutions, including life, long-term care, and disability insurance, to safeguard your future and provide peace of mind.
Social Security & Medicare Planning
Navigate the complexities of Social Security and Medicare with our expert planning services. We help you understand your options and make informed decisions to maximize your benefits.
Education Planning
Secure your family’s future with our education planning services. We assist in developing a strategy to fund education costs, ensuring you’re prepared to support your loved ones’ academic aspirations.
At Cooper Financial Services, our success is measured by the trust and confidence our clients place in us.
What Our Clients Say
"As a Cooper Financial Services client for over 25 years, I have benefited enormously from the team's expert investment knowledge and tools. My portfolio performance has exceeded my expectations under all market conditions over those years. Cooper Financial Services understands my needs, is flexible, collaborative with all decisions and offers me peace of mind year in and year out. I have recommended Cooper Financial to my family and friends with utmost confidence."
Pat
FL
"We have been at Cooper Financial for 30 years and consider the firm part of our family. The entire team are absolutely the best and their advice over the years has allowed us to retire comfortably as planned. Cooper Financial has always been rock solid in their guidance through all the market ups and downs. Our routine calls with our advisor and the team are always informative and enjoyable and we are eternally grateful to everyone for their help during our journey."
Mark
MA
"My husband and I were recommended to Cooper Financial Services by close friends who are satisfied longstanding clients. The team has been great to work with. They have been kind and patient in explaining good plans for us at this stage of our lives, respecting our preferences in investment areas, and our risk tolerances. We also encouraged our daughter and her husband to begin working with them to organize a sound plan for their own financial future, and I can't think of a more meaningful recommendation than that."
Gail and Michael
CT
"About 15 years ago a friend suggested we call Cooper Financial Services after we had expressed concerns about our finances and investments. I'm happy to say that we've been working with the team since then. Initially they helped us simplify and re-align our portfolio after carefully analyzing our needs and concerns. This included help with 401ks, IRAs, and pensions, among other investment types. After a short while, due to health reasons, I had to retire earlier than expected. Our advisor gave us the tools and confidence to seamlessly make this major transition. Cooper Financial Services is always available to meet in person, online, or over the phone and they make sure all our concerns are addressed."
Andy
CT
"Over many years, one of my biggest concerns was if I would be able to afford to retire comfortably at a certain age. With the team’s financial guidance, I was easily able to retire sooner than originally planned. Cooper Financial continues to monitor my funds and eases my concerns so that I can continue to enjoy retirement and not stress about it."
Barbara
CT
"My advisor and the team at Cooper Financial Services are very knowledgeable, friendly, and trustworthy. I have been a client for many years and my money has flourished under their guidance. I have recommended friends and family to them, and it has always been a positive experience."
Elaine
CT
