Personal Financial Planning

Creating Financial Freedom!

Building, preserving personal wealth requires specialized individual attention. You get one-on-one guidance and financial planning that helps manage risk, improve performance, and ensure the growth and longevity of your wealth and finances.

We help you...

  • Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation.

  • Pay for your child's college education by estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing savings plan given your financial situation and risk tolerance.

  • Protect your family in case of you become disabled by reviewing your emergency fund, life, disability, health, home, and auto insurance coverage, your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.

  • Achieve your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building your investment returns.

  • Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

A financial plan's true value comes with its implementation. Let us help you attain financial freedom by requesting a free consultation below.

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Cooper Glenn PC, CPA, 1 Oglethorpe Prof. Blvd. Suite 101, Savannah, GA 31406
Phone: (912) 355-0035 | Fax: (912) 355-4505 | Email: info@cooperglenncpa.com
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