Cooley & Labas Financial

Welcome to our full-service financial planning firm, where we prioritize holistic service, education, and lifelong relationships with our clients. Our team of dedicated professionals is committed to helping you address your most pressing financial concerns, from saving for retirement to leaving a lasting legacy, in a comfortable, convenient, and caring way. We strive to be your personal Chief Financial Officer (CFO), life coach, counselor, and friend, all rolled into one.

Our Services

As a comprehensive financial planning firm, we offer a wide range of services tailored to meet your unique needs. These services include:

• Holistic Financial Planning: We serve our clients holistically, answering any questions they have and helping them develop a comprehensive financial plan that aligns with their goals and values.

• Education: Education is a priority for us, and we strive to empower our clients with the knowledge they need to make informed financial decisions. From workshops and webinars to one-on-one consultations, we offer a variety of educational resources to help our clients deepen their understanding of personal finance.

• Lifelong Relationships: We believe in building lifelong relationships with our clients, working with them multi-generationally to help them navigate every stage of life. Our clients' successes and milestones are what motivate us, and we are committed to being there for them every step of the way.

• Customized Recommendations: Just as no two clients are alike, no two financial plans should be either. We take the time to get to know our clients, their goals, and their values, and customize our recommendations accordingly.

• Retirement Planning: We help our clients plan for their retirement years, ensuring they have the financial resources they need to live the lifestyle they desire.

• Estate Planning: We help our clients create a legacy that lasts, ensuring their assets are distributed according to their wishes and their loved ones are taken care of.

• Investment Management: We help our clients grow their wealth through smart investment strategies, tailored to their risk tolerance and goals.

• Tax Planning: We help our clients minimize their tax burden, ensuring they keep more of their hard-earned money.

• Insurance Planning: We help our clients protect themselves and their loved ones from financial risk, with customized insurance solutions.

• Money Management: We help our clients manage their money wisely, providing tools and resources to help them stay on track and make informed decisions.

At our firm, we are dedicated to helping our clients take control of their financial future. We believe that financial planning is a lifelong process, and we are committed to being there for our clients every step of the way.

The CFP Advantage

As a firm staffed with Certified Financial Planners (CFP), we are held to the highest standards of professionalism and ethics in the industry. Our CFP professionals have completed extensive training and education in financial planning, and are required to adhere to a strict code of ethics. This means you can trust us to act in your best interests, always.