Tom Cooper, CFP® ,
Wealth Manager / Certified Financial Planner™
Serving professionals, business owners and Retirees' in pursuing their financial goals and objectives.
We have developed a support team of several professionals so that our clients can have a coordinated plan if and when needed. Working with a CFP professional is an important first step toward reaching your financial goals .As part of the certification, these advisors meet rigorous education and experience requirements and they commit to high ethical and professional standards.
PRINCIPAL KNOWLEDGE TOPICS
Investment Planning
Tax Planning
Retirement Planning
Estate Planning
Insurance Planning
Financial Management
Education Planning
Health Care Planning
The cornerstone of the code of ethics and standards of conduct is a CFP professionals obligation to CFP board to act as a fiduciary and therefore act in the best interests of the client at all times when providing financial advice.
It’s worth noting the investment advisory and portfolio backgrounds of NAMCO’s investment advisers, spans over 300 years of cumulative industry experience.