Just as Cooper/Haims is meticulous and prudent in choosing the best for your investments, we continue to invest in the best technology that is client-focused and leading-edge—to make sure we deliver not only what we promise but also accurate and timely information.

Each client has a secure, password-protected Personal Financial Homepage enabling 24/7 direct access to financial advisors and individual planning materials, including:

• Net Worth Reports
• Asset Allocations
• Employee Benefits Analysis
• Cash Flow Analysis
• Estate Distribution Flowcharts
• And more

Dedicated online “vaults” house important documents such as:

• Wills and Trusts
• Deeds
• Insurance Papers
• Tax Returns

This integrated communications and information management tool not only allows us to improve the services that we provide to you, but it also helps free you from traditional geographic limitations and methods of access. So you can connect—and be informed—anywhere.

View our Informational Video
Access your Personal Financial Homepage