From Catherine Cooper – Principal

How do you find an advisor who will have you, rather than their income, as their top priority? That is not an issue if you work with a fiduciary, someone who is legally required to act in your best interest rather than their own.

As a financial professional with over 30 years of investment experience and as a fiduciary who is regulated by both Illinois and Florida, I have your best interests at heart.  My approach integrates high quality, individualized, holistic, on-going financial planning with fee-only investment management:

You get a customized financial plan which reflects your goals and values. Your initial financial plan and periodic updates are included at no additional charge as part of our asset management service.

You get cost-effective asset management that helps you reach your goals while managing your risk. As a fee-only asset manager and fiduciary, I do not make money selling you investment or insurance products. In fact, I can often save you money compared to your current advisor.

You get on-going personalized financial and investment counseling — I am with you every step of the way.

Click here for more about Catherine Cooper, CFA, CFP® — Principal