Milton Cooley, EA
Financial Advisor
29 Olde Stream
Irmo, SC 29063
803.732.4288
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What will your retirement look like?

It is never too late. Begin preparing and

saving for your retirement today!

Life Insurance: Protection with a Purpose

Discover the many reasons it makes sense to purchase life insurance

and how to determine your financial needs.

Allow Us to Help You

Summarize Your Present Situation

Develop Financial Goals

Design a Personal Retirement Plan

Put Controls on the Plan

What will your retirement look like?

Let's begin building your retirement plan today.

Comprehensive Financial Planning Services

Education Funding

Retirement Saving

Executive Compensation

Mapping the Road to Retirement

Retirement may seem a long way off,

but it will be here before you know it.

Start planning today!

Offering Services in...

Education Funding

Wealth Accumulation and Wealth Management

Asset Protection and Estate Preservation

Lifestyle Planning and Tax Planning

Mapping the Road to Retirement

Retirement may seem a long way off,

but it will be here before you know it.

Start planning today!

Plan today for a prosperous tomorrow

Envision your future

Explore your options

Enact your plan

Life Insurance: Protection with a Purpose

Discover the many reasons it makes sense to purchase life insurance

and how to determine your financial needs.

Comprehensive Financial Planning Services

Retirement Saving

Executive Compensation

Offering Services in...

Retirement Planning
Education Funding

Wealth Accumulation
Wealth Management

Asset Protection
Estate Preservation

Lifestyle Planning
Tax Planning

Allow Us to Help You

Summarize Your Present Situation

Develop Financial Goals

Design a Personal Retirement Plan

Put Controls on the Plan

Allow Us to Help You

Summarize Your Present Situation

Develop Financial Goals

Design a Personal Financial Plan

Put Controls on the Plan

We help folks just like you make the most of your finances.



We're here to help you understand and manage your financial resources. As an independent Financial Advisor, I am committed to helping my clients achieve their goals for themselves, their families and their businesses by providing strategies for asset accumulation, preservation and transfer.

But that's not all we do. We offer a variety of financial tools and investment vehicles to help you attain all of your financial goals.


It's your life,

It's your money,

Go ahead, seize control of your destiny to pursue YOUR financial goals. But first, give us a call and we will help guide you on your journey to the future you deserve.

Our Services

Learn more about financial planning opportunities with:

...using 529 plans and other available resources such as Coverdell Education Savings plans.

...using a variety of tools including IRA's (Individual Retirement Arrangements), Employer Retirement plans such as SEP's, SIMPLE's and 401(k) plans, Mutual Funds, Fixed Annuities, Variable Annuities as well as basic budgeting tools and techniques.

...using Smart Tax Planning, Life Insurance, Guaranteed Retirement Income, Long Term Care Insurance and Disability Insurance.

...is necessary in order to maintain your existence in a comfortable and familiar manner. We frequently work with widows and widowers and the recently divorced to help make sure lifestyles are maintained and goals are recalibrated in a realistic and manageable way.

...is a crucial part of any financial program. As part of my value proposition I also offer tax planning and preparation assistance to each of my clients. If you would like to receive assistance with tax related issues please visit my tax website at www.taxonwheels.com to learn more about the tax assistance available to you.

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