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Know your Roots - Be a Good Steward - Live your Vision - Leave a Legacy


Helping Create Your Financial Plan

Our team is committed to leading the communities of East Texas and beyond in the ongoing pursuit of financial security by developing a plan for success that fully addresses both risk and saving strategies, while setting the standard for community service; one business, ones family, and one individual at a time.

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  We exist to help you in creating a personalized financial plan that encompasses all of your financial goals and lays down the path for success, regardless of the hurdles that can lie in the way.

That being said, achieving financial security takes more than just creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  Together, we'll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

Please feel free to contact our office if you would like to further explore whether or not our process is a good fit for you and your family.  Thank you for the opportunity to serve you.

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Rebekah, our Director of Client Relations, is available to help walk you through the process if you have any questions or concerns!


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Stay informed on the latest financial security news you can use to help guide your future. NewsBrief is published and e-mailed to you monthly at no cost! Click the link below to sign up:

  • NewsBrief, sent monthly with articles on financial security news

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Cooper Partlow & Associates

Wesley H. Cooper, CFP®, WMCP®
Wealth Management Advisor


Cooper Partlow & Associates

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Open communication is key to understanding the best way to combine your finances. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.