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Longevity
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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
Schedule a Consultation
Helping you get your financial ducks in a row.
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
Rhett Butler
Financial Advisor
Scott Pelfrey, CPA
Certified Financial Planner™
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
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5/5
Jacob Luke
CEO, Acme Industries
Locations
- Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe | Sidney
+1 844 262 5214
Rhett Butler, Julian Guilfoyle, Jeff Jones, Scott Pelfrey, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are registered representatives of and conduct securities transactions through CoreCap Investments, LLC.
Rhett Butler, Julian Guilfoyle, Jeff Jones,Scott Pelfrey, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC.
Cooper, Adel, Vu Financial, LLC, CoreCap Investments and CoreCap Advisors are separate and unaffiliated entities.
Centerburg, Ohio and Monroe, Ohio are Registered Branch Offices of CoreCap Investments, LLC. Securities offered only through these Registered Branch Offices.
Copyright © 2023 by Cooper, Adel, Vu Financial Services, LLC
The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.
The content is developed from sources believed to be providing accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.
Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefit or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Locations
- Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe | Sidney
+1 844 262 5214
Rhett Butler, Steven Ervin, Julian Guilfoyle, Jeff Jones, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are registered representatives of and conduct securities transactions through CoreCap Investments, LLC.
Rhett Butler, Steven Ervin, Julian Guilfoyle, Jeff Jones, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC.
Cooper, Adel, Vu Financial, LLC, CoreCap Investments and CoreCap Advisors are separate and unaffiliated entities.
Centerburg, Ohio and Monroe, Ohio are Registered Branch Offices of CoreCap Investments, LLC. Securities offered only through these Registered Branch Offices.
Copyright © 2023 by Cooper, Adel, Vu Financial Services, LLC
The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.
The content is developed from sources believed to be providing accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.
Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefit or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.