William Cooper (CFP®)

William Cooper focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Financial planning is the process by which individuals meet their current and long-term financial goals. At Howe & Rusling, our financial plans provide a comprehensive evaluation of our clients’ current and future financial concerns by extrapolating known variables to meet stated objectives.

For many people, long-term financial planning may seem daunting. Using state of the art planning software, Howe & Rusling planners will tailor your goals and lifestyle to a financial strategy that is detail-oriented, quantifiable, and iterative. Our aim is to help you prepare for the unexpected and equip you with the tools you need to make sound financial decisions now and in the future.

Why go into the future blind? Our financial planning allows you to compare retirement options or social security benefits, examine long-term care costs, or even budget for college. Our planners take a holistic approach to your financial needs by not only developing a strategy to ensure your current lifestyle needs are met, but also maximizing your future legacy.

If you are interested in beginning the financial planning process, our team at Howe & Rusling would be delighted to work with you.

Visit our website at www.howeandrusling.com to learn more, or call (585) 325-4140 to schedule a free introductory call.

NAPFA Start Date

April 15, 2021

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This Office

120 East Ave Rochester, NY 14604-2551 Phone: (585) 325-4140