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Success By Design

Our Services

With integrity and a client-first commitment, Investment Planning & Management provides strategic planning and wealth management services to closely held businesses and individuals that have accumulated assets. We help each client meet their unique challenges by setting goals and uncovering planning opportunities. The progress is then monitored and measured to help ensure success in each stage of life. We strive to organize and simplify your financial life by bringing all of the pieces together!

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Our Why

Investment Planning & Management was established out of a genuine desire to help people better manage their money and plan for the future.  Our founder, Harold Cooley, personally observed substantial amounts of family assets – both personal and business – being mismanaged through poor planning and lack of execution.  Harold became passionate about building a practice that would provide services to ensure others would not have to endure a similar experience. 

Through the years, our team has maintained the importance of having a successful investment portfolio along with a continually monitored and updated financial management plan.  Perpetuating and protecting created wealth for our clients is not simply our job, it’s our why.

Getting Started

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Who We Serve

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How We Help

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