Chris Cooper & Company

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Estate Planning, Probate, & Living Trusts, Financial Planners, Investment Advisory Service

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38 Years

in Business

(800) 352-7674Call Visit WebsiteVisit Website Map & DirectionsDirections2750 4th AveSan Diego, CA 92103 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

Chris Cooper & Company

Family Law

Guardianship
When creating conservatorships in California, the court has the option of appointing different conservators for financial and personal affairs or having one person perform both duties. Although the process is substantially the same, conservators are sometimes referred to as "adult guardians" in various jurisdictions. The choice to seek conservatorship is a big one. Once chosen, the new guardian will make important health-care choices for the ward, as well as pay her bills and file her taxes, as well as select where she will reside. However, some aspects of conservatorship need to be approved by the court first. This oversight ensures that the ward's health and possessions are well-monitored and safeguarded. While conservatorships in California are hectic, maintaining guardianship necessitates regular contact with the ward, court appearances, extensive paperwork, and meticulous record-keeping.

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General Info

Chris Cooper & Company provides independent, objective financial, investment and tax advice to retirees and pre-retirees. Our firm's comprehensive financial planning services are specifically designed to meet the needs of people who are retired or preparing to retire. We also work with elderly and disabled adults, non-traditional families and small business. Chris Cooper & Company assists our clients with investments, tax planning, estate planning and retirement planning so that they are able to achieve their financial goals and dreams. We strive to provide the highest level of financial advisory service so that our clients can feel comfortable and secure in their financial future. We have no hidden agendas or employers, and we do not earn any commissions from insurance, banking or investment products. Chris Cooper, CFP, is compensated for services on a fixed or hourly fee and does not receive any compensation from any third party. This allows him to act as his clients' fiduciary and always provide advice that is in their best interest.

Email

chris@chriscooper.com

Extra Phones

4198688200: (888) 772-4747

4198688000: (800) 352-7674

Brands

Fee Only

Payment method

debit, check, cash, all major credit cards

Neighborhoods

Park West, Central San Diego

Associations

Financial Planning Association, California Society of CPA's, San Diego County Bar Association, Los Angeles County Bar Association, Toledo Estate Planning Council

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