Billy J. Cooper, CLU®, ChFC®
Wealth Management Advisor


Black Balsam Wealth Advisors

Team

Our Mission

It is our commitment and belief that who we are as a Wealth Management Advisory team has a substantial impact on the level of service and quality of the financial counsel we can provide to our clients.

By taking a comprehensive assessment of your current situation, helping you prioritize your goals, and developing a working strategy with clear action steps and timetables, We will do our very best to help you protect and provide for those people you care about most. We will work hard to build a relationship with you based on trust and integrity, always striving to provide you with a high level of ethical service and support.


Hard work, discipline, expertise, and financial planning can transform aspirations into reality. Wherever you may be on the road to success, professional guidance can help you achieve your goals toward financial security and continued growth.

Whether you are seeking to preserve the full value of the success you have already achieved or looking to grow your assets over the long term, Billy can help you create a personal plan that addresses your specific goals.

A solid financial plan will lay out what you need to do today to help achieve your goals for tomorrow. He will help you gain a clear understanding of these interrelationships which will provide valuable as you confront the evolving economic issues.

No time is better than the present to get started. The sooner you can plan ahead, the better the outlook for a financially secure future. Contact Billy Cooper today.


Physicians Nationwide

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

The Importance of Planning for the Cost of Long-Term Care

This is an important planning consideration that we often cover with clients. Read more here.

What Is Earnest Money When Buying a House?

Earnest money can be a key part of the homebuying process. Here’s what you should know. Read more here.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions

With the right financial strategy, you may be able to do both. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.