Thomas M. Cooper, JD, CLU, ChFC
Tom is a specialist in dental transitions planning and practice coaching. He is fee-based and NOT a broker. Tom has been coaching dentists, exclusively, for over eighteen years. The goal at Thomas M. Cooper & Associates is to help doctors increase the wealth in their practices. This doesn't mean just increasing the monetary value of the practice; but increasing the life freedom of the doctor(s) and the team. Tom co-developed the Mercer Transitions Company (MTC); making it the premier transitions planning company. After MTC was acquired by a private equity firm, Tom formed Thomas M. Cooper & Associates and has continued to work with private clients. Tom has spoken nationwide, on tax and business planning issues for dentists and their practices. He has developed unique and innovative tax optimized transition strategies for his clients. Tom earned his BA at the University of Southern California (Phi Beta Kappa) and his law degree from Loyola Law School. He also earned his Chartered Life Underwriter and Chartered Financial Consultant degrees from the American College.
You can see more about Tom and read testimonials at his website: www.thomasmcooperandassociates.com
Gordon J. Christensen - Practical Clinical Courses (Nationally or Locally) Approved PACE Program Provider for FAGD/MAGD credit. Approval does not imply acceptance by any regulatory authority or AGD endorsement. 6/1/18 to 5/31/21. Provider ID# 208521