Cooper Planning Group
- Insurance/Financial Services
At Cooper Planning Group we help develop your understanding of the opportunities and potential rewards that are available when you take a proactive approach to your Personal Finance & your company's Employee Benefit Plans.
We are a full-service financial firm dedicated to helping people pursue their financial goals, and to be great stewards of the money we have been given. Our team provides you with the highest quality information, personal service, and products to help you better evaluate & manage your financial goals.
We want to be a resource for you in developing a wholistic understanding of the financial planning concepts behind insurance, investing, retirement, estate planning, and wealth preservation.
At CPG we believe in the value of working with skilled professionals to pursue your financial goals, and the proactive solutions you can develop by working with experienced brokers. We pride ourselves on walking side by side with our clients to build lasting relationships of trust and success. This is embodied in the client first ethos we uphold, in bringing you the best opportunities for your personal goals.
- Individual Financial Planning (Tax management, Investment management, Retirement strategies, Insurance & Annuity's)
- Employee Benefits & Retirement Plans
- Individual Benefit Plans (Medicare, Medicare Supplement Plans, Health, Dental, HSA)
- Health Care Exchange - Affordable Care Act (ACA)
- Transition Services
We run out of a home office! and can be found at the corner Howard & Fowler Rd. in Simpsonville SC.