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A CPA's Guide to Tax-Free Strategies for Long-Term Care

Discover little-known strategies that could make the difference between being a burden on your children and your ability to stay at home and select who your caregivers are, instead of having someone else decide for you.

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Chris T. Cooper, CPA

Chris T. Cooper, CPA

President

Chris has over 20 years of experience in the finance and accounting industry. After a successful career in the corporate world, it was time for a change. Chris was missing the personal connection, community involvement, and ability to truly make a difference in individual people’s lives he knew he could offer. The key was to combine his strategic mindset, vast financial experience, and coaching personality with his passion for people and desire to make an impact in their financial well-being.

As a licensed CPA, Insurance Agent, and Investment Advisory Representative, Chris coaches his clients on a holistic view of financial well-being. His passion, dedication, and educational approach to personal finances build long-term relationships with his clients. The customized approach is strategy-focused, delivering customized solutions to meet unique goals & objectives of each client.

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