About
Our Story
Maximizing your benefits while minimizing your taxes.
Julian Guilfoyle, President
“When I started Cooper, Adel, Vu Financial, it was Cooper & Adel Financial. Like our name, our culture changed. Over ten years ago we were meeting with the greatest generation. They were protected by guaranteed income streams (pensions) and were buoyed by fair interest rates. Collectively, the biggest threat to their savings was coming down with the wrong illness and incurring unbelievable medical and long-term care costs.
Fast forward to their children. In addition to having the same healthcare vulnerability as their parents, their retirement income is not guaranteed. Having control of one’s retirement assets presents terrible risks, but wonderful opportunities. One car salesman can lock a retiree into an expensive, inflexible policy. One sound investment in a reputable company or companies, but at the wrong time, can devastate the retirement nest egg. One withdrawal from a retirement account, without knowledge of the tax or medicare repercussions, can irrevocable destroy their retirement.
Several years ago I dedicated my professional efforts to having our clients pay the least amount of tax possible. I look forward to helping you maximize your benefits like social security, and minimize your taxes and healthcare costs. You’ve done enough.“
Maximizing your benefits while minimizing your taxes.
Julian Guilfoyle, President
“When I started Cooper, Adel, Vu Financial, it was Cooper & Adel Financial. Like our name, our culture changed. Over ten years ago we were meeting with the greatest generation. They were protected by guaranteed income streams (pensions) and were buoyed by fair interest rates. Collectively, the biggest threat to their savings was coming down with the wrong illness and incurring unbelievable medical and long-term care costs.
Fast forward to their children. In addition to having the same healthcare vulnerability as their parents, their retirement income is not guaranteed. Having control of one’s retirement assets presents terrible risks, but wonderful opportunities. One car salesman can lock a retiree into an expensive, inflexible policy. One sound investment in a reputable company or companies, but at the wrong time, can devastate the retirement nest egg. One withdrawal from a retirement account, without knowledge of the tax or medicare repercussions, can irrevocable destroy their retirement.
Several years ago I dedicated my professional efforts to having our clients pay the least amount of tax possible. I look forward to helping you maximize your benefits like social security, and minimize your taxes and healthcare costs. You’ve done enough.“
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.
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.