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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.