Tailored financial leadership for your day-to-day.

Personal CFO

Imagine having a Personal CFO, a dedicated financial expert focused entirely on you.

That's what Cooper Eagle offers. We go beyond traditional advice to provide comprehensive financial management that aligns with your personal and professional aspirations. From cash flow analysis to investment strategies, tax planning, and estate considerations, our holistic approach ensures every aspect of your financial life is meticulously cared for. With us, you gain not just an advisor, but a strategic partner who understands the nuances of your financial landscape and navigates it with you.

Comprehensive

This ensures every facet of your financial life is carefully considered and aligned with your goals.

Customization

Our services tailor strategies and solutions specifically to your unique financial narrative.

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Colorful

Vision

We focus not just on current financial management but on paving the way for your future prosperity

So you can focus on what matters.

In our Personal CFO service, the convergence of expert guidance and personalized care creates a financial management experience that's unparalleled. Cooper Eagle's approach is about understanding your story and aligning our expertise with your life's goals. The value we bring extends beyond numbers; it lies in empowering you to make informed decisions with confidence.


Eager to take control of your financial narrative with a personal touch? Reach out to us, and let's begin crafting a strategy that's as individual as you are.

WORKING TOGETHER

What services do we provide?

Traditional advisors manage investments on behalf of clients. In addition to investment management services, our service offer encompasses the full breadth of life & financial decisions. 

As personal CFO to each client, we help with decision making around:

  • Disciplined investing strategies.
  • Tax preferred investing and withdrawals.
  • Received inheritances.
  • Primary residence purchase or refinance.
  • Vacation home purchases and sales
  • Investment property purchases and sales.
  • Vehicle purchases.
  • 401k investing & asset allocation.
  • College planning and saving.
  • Debt reduction

As your personal CFO, we will partner with you through financial, emotional, and lifestyle decisions regarding retirement. These decisions include: 

When to retire, challenges & pitfalls in retirement, withdrawal strategies, Social Security drawdown, Required Minimum Distributions, Gifting to heirs or charities.  See the Retirement Planning section for more information.

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