Our Financial Services

The journey to retirement and financial independence has many roads. At LJCooper Wealth Advisors, we specialize in four areas of service in order to better assist the needs of our clients, giving them access to our knowledge and networks to aid them along the way. Our financial services:

Investment Management

  • Diversified Investment Services
  • 401K Advisory Services
  • Appreciated Asset transfers
  • Business Liquidation Planning
  • Investment Consulting
  • Alternative Investments

Retirement Planning

  • Comprehensive Financial Plans
  • Retirement Goals
  • Retirement Options/Strategies
  • Business/Corporation Retirement Planning
  • Income Planning

 Estate Planning

  • Trust Management
  • Wealth Transition Planning
  • Foundation Programs

Tax Strategies

  • Tax Return Review , Preparation, and Auditing
  • Charitable Gifting & Donor Advised Funds
  • Capital Gains Planning
  • End of Year Tax Planning
  • Book Keeping
  • Tax Efficient Planning