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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

Rhett Butler

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

"Dear Julian" Blog

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Locations

+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.

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

+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.

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.

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