Areas of Expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

  • Business Continuation Planning
    What will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? Because I specialize in business continuation planning, I can help you answer these and other questions. Together we can develop a range of solutions to help protect your business, should something unforeseen happen down the road.
  • Disability Income Planning
    Disability income insurance protects one of your most valuable assets - your ability to earn an income. A disability could suspend or terminate your income for an extended period of time. It may force you to close your business. With my expertise in disability income planning, I am able to recommend disability income insurance products from Northwestern Mutual.
  • Financial Planning
    Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and dreams, and build and implement a financial plan to help you achieve them. And because life is unpredictable, we'll monitor your progress on a regular basis to ensure your plan evolves as your needs and the situation around you changes.
  • Investment Strategies
    Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. As a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), I can offer you access to a wide range of investment products and services. I will work with you to develop investment solutions aimed at meeting your financial objectives.
  • Long Term Care Planning
    After a lifetime of work and proper preparation, a secure retirement can be your reward. That security will only be as strong as your ability to stay healthy. Most people would agree that their most important asset is their health. That is why it's important to ensure that if you are ever faced with an extended illness, you will receive the kind of care you need. Together with our specialists, I'll assist you in determining your long-term care needs and design solutions tailored to your unique situation.
  • Private Client Services
    Over a lifetime of hard work you have built up a successful business, career, or professional practice. Along the way you've acquired valuable assets that may include publicly-traded stocks and bonds, mutual funds, collectibles, real estate, and perhaps a business interest or securities issued from an employer or former employer. Investment management can be a challenge. I have access to dedicated account administrators and investment teams to help identify your goals and investment objectives. Working with us, you can be certain that the investment management strategy we recommend for you is custom-built for your unique situation, using a wide range of investment strategies.
  • Retirement Income Planning
    Becoming a retiree doesn't mean retirement planning ends. Spending your retirement assets can actually be more complex than building them. The investment and savings strategies you used to accumulate wealth may need to be adjusted as you prepare for and enter retirement. Together we can develop a plan to help you achieve financial security in retirement - through our unique strategy designed to preserve and continue to manage your wealth, protect against the risks that can affect your retirement years, and provide you with predictable and steady income for life.
  • Wealth Management
    You've earned your success and continue to excel in your personal and professional lives. Maintaining wealth becomes an issue as time constraints in daily life make it difficult to identify and develop strategies that align with your financial goals. I will partner with you to help you sustain and grow long-term wealth consistent with your goals and aspirations, taking into account other financial needs and your comfort with market risks.

William J Cooper, CLU®, ChFC®
Wealth Management Advisor


Physicians Nationwide

 

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