Milton has earned the right to represent taxpayers before the IRS as an enrolled agent. Milton is a retirement planning expert. He also helps clients with IRAs, 401ks, mutual funds, fixed & variable annuities, life insurance, health insurance, Medicare plans, long-term care insurance, disability insurance, and 529 plans in addition to financial planning. He is registered under series 6, 63, and 65.
As an enrolled agent, Milton is authorized to represent taxpayers before the Internal Revenue Service. He is a graduate of the University of South Carolina Darla Moore School of Business where he studied finance and economics. In 1991 he established a tax practice to meet the needs of families and businesses in his local community. In 2001 he added financial services to his practice in order to help his tax clients solve the many obstacles frequently encountered along the path to financial literacy and freedom, including retirement planning and education funding. In his spare time Milton enjoys listening to live jazz music whenever possible and has well over 10,000 individual tracks of music in his personal music collection. He is the proud father of two beautiful daughters, Dr. Joya Cooley and Dr. Amber Cooley Vensko and is happiest when he is spending time with his grandchildren.
One of the most important decisions to be made when entering the business of financial services is selecting a partner company that supports and understands your vision for serving your clients. Milton chooses to be an independent financial professional with Cetera Financial Specialists LLC because it provides him with the flexibility and independence to offer each client a personally customized experience while addressing their individual needs.
Having a respected partner such as Cetera Financial Specialists provides access to the tools and resources needed to provide a first-class experience while simultaneously maintaining advisor independence to select and offer the most appropriate financial strategies for each client. This allows every client to receive white glove service without being obligated to use any particular product, name, brand, or strategy.
While access to the proper tools is important, the foundation for sound financial advice is a thorough understanding of the tax laws and how these laws relate to each client’s individual situation. This is yet another feature that distinguishes Milton’s company from the many other financial advisors who offer their services in this market. Unless you effectively manage the client tax situation, you cannot possibly optimize the investments to meet client goals.
Milton is dedicated to developing lasting relationships with all his clients by earning the trust that his role requires. His goal is to provide such a wonderfully profound and comfortable experience that each client is absolutely determined to have their friends and family receive a similar experience with their finances when they are referred to the firm.
Most importantly, Milton has a deep and abiding commitment to operating with the highest level of honesty, integrity and dedication to client needs. We believe in helping clients assess their financial goals and we strive to give each client the tools to manage their finances effectively in order to meet those goals. We are committed to helping clients achieve their financial goals for themselves, their families and their businesses and fulfill this commitment by providing each client with appropriate strategies for asset accumulation, preservation, and transfer.
Ultimately, our secret sauce is the capacity to provide clear, easy to understand explanations of complex financial concepts so our clients can move forward confidently. Empowering each client to be able to select and understand appropriate investments to meet their own needs is what provides each client with the keys to their own financial kingdom.
Now, it’s your move; let us help you pursue your goals so you can become the master of your own destiny; call me today.
Milton can be reached at 803-732-4288 or email@example.com.
I am affiliated with Cetera Financial Specialists, one of the premier broker-dealers in the industry. As my broker-dealer, they are responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure it can meet its obligations to investors like you.
But their support for our relationship goes well beyond its function as trade executor. My affiliation means that I am not held to a sales quota or tied to selling only proprietary products. I have the independence and freedom to recommend the financial solutions that best suit your needs, ensuring your objectives are what drive all decisions, while Cetera Financial Specialists’ network of people and resources help us pursue your unique goals and vision for the future.