Milton Cooley

Background

About Milton Cooley

I am an Independent Financial Advisor specializing in Retirement Planning offering a range of investment and insurance products and services. I am also admitted to practice before the Internal Revenue Service as an Enrolled Agent where I have unlimited authority to represent clients at all levels of the IRS. Additionally, as an NTPI fellow, I maintain specialized knowledge and training to represent clients before the IRS allowing me to be more effective in resolving tax issues for my clients. My overarching goal is to help my clients understand and manage their financial resources so that they are able to make smart money decisions for themselves and thereby have control of their own financial destiny. As part of my value proposition, I offer tax planning and preparation to each of my clients in order to pursue wealth maximization through minimization of the tax liability. Because Retirement Planning is crucial for the financial well being of everyone, I provide a tiered service model that allows me to serve all clients regardless of income or asset level.