We help our clients address their most pressing financial concerns, from saving for retirement to leaving a lasting legacy, in a comfortable, convenient, and caring way. We are our clients' personal CFO, life coach, counselor, and friend. When you work with us, you're part of the family. Over time, different investments' performances can shift a portfolio's intent and risk profile.
Rebalancing may be critical. Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years. This calculator estimates your chances of becoming disabled and your potential need for disability insurance. This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Rebalancing may be critical. Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years. This calculator estimates your chances of becoming disabled and your potential need for disability insurance. This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Services
At Cooley & Labas Financial Advisors, we believe that there is a better way to approach financial planning. At our firm, you have access to professional, knowledgeable advisors that offer objective advice and guidance. We customize each and every financial plan to fit our clients' needs and each approach is as unique as they are.
Cooley and Labas Financial Advisors is an independent financial service company. The business owners, Greg Cooley and Andrew Labas are both CERTIFIED FINANCIAL PLANNERS TM professionals with a more than 35 years of combined experience in the financial industry.
At Cooley and Labas, we listen to your requests without any pre-conceived ideas and understand that people are unique and need a financial plan designed especially with their individual needs in mind.We believe in working with each client to develop an investment, tax, and estate plan which will give them a holistic perspective of their current and future financial needs.
At Cooley and Labas, we listen to your requests without any pre-conceived ideas and understand that people are unique and need a financial plan designed especially with their individual needs in mind.We believe in working with each client to develop an investment, tax, and estate plan which will give them a holistic perspective of their current and future financial needs.
CFP professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest. Most people think all financial planners are "certified, " but this isn't true.
You have a lot of financial planners to choose from and we are honored that you would choose to work with Cooley & Labas Financial Advisors. Not only do we have two CERTIFIED FINANCIAL PLANNER professionals on our team, but we also have a Ph. D. and a Masters in Financial Planning as well as two professionals with a Masters in Business Administration.
Often times, taking the first step is the hardest part. Maybe you're not used to talking about money, or you're not sure what to prepare before your first meeting. We want to make it as simple as possible and prepare you for your first meeting so you feel welcome and understood. First, know that we aren't a team of sales-hungry brokers looking to push products or services on you before you're ready.
