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Why Cooper, Adel, Vu Financial?

Longevity

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Secure Act

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Roth & Secure Act

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INTEGRATIVE PLANNING MODEL

What to Expect

  • Initial complementary Consultation
  • Analysis and Recommendation Meeting
  • Implementation Meeting
  • Reviews

See Us When You Are...

  • Thinking about retirement
  • Concerned about healthcare costs in the future
  • Considering tax-wise charitable contributions
  • Ready to have some investment guidance and assistance

Problems We Can Help You Solve

Retirement

If you have 401Ks, IRAs, or other qualified pre-tax monies and are looking for ways to get money out in a tax efficient way for your income, family, or healthcare needs.

Tax

If you want to avoid being cornered into a large income tax liability as you get older; find out about strategies that will work for you to allow you to get money out of IRAs, with low or no tax and into Roths or other investments.

Investments

If you have mutual funds, stocks, bonds or real estate and wish to learn options to minimize or eliminate capital gains while taking advantage of capital losses.

Charitable Contributions

If you are making even modest charitable contributions, find out how to fully benefit yourself as well as your charity.

Our Financial Advisors

Julian Guilfoyle

President, Financial Advisor

Jacob Sansom, CPA

Vice-President, Financial Advisor

Adrian Karas

Certified Financial Planner™ Financial Advisor

Derrick Edwards

Financial Advisor

Jeff Jones, CRPC®

Financial Advisor

D. Luke Ross, Esq.

Financial Advisor
IRS Enrolled Agent

Dylan Schalmo

Financial Advisor
IRS Enrolled Agent
Director, Trading

Jake Pennington

Financial Advisor

Daniel Weingartner

Certified Financial Planner™
IRS Enrolled Agent
Director, Financial Operations"

Clients

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4.5/5

Martin Smith

CEO, Acme Industries
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4.5/5

Shelly Barns

CEO, Acme Industries
Elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Nam varius consectetur. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
5/5

Jacob Luke

CEO, Acme Industries

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