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Jeffrey C

Series 65

Asheville, NC

Lifestyle Freedom Advisory Group, LLC

Jeffrey Cooper is a financial advisor with Lifestyle Freedom Advisory Group, LLC and holds a Series 65 designation. He has 12 years of industry experience and also serves as an attorney and CPA, operating the Cooper Law Firm, P.C. dba Sentry Law, Wealth and Tax, where he spends the majority of his time. His career includes roles at Matson Money, Inc. and AlphaMark Wealth fka Sentry Wealth, Inc. Lifestyle Freedom Advisory Group is a registered investment adviser that serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, financial planning, and ERISA plan services, with a focus on customized portfolios based on clients’ goals, time horizons, and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Attorney
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