Cooper Lapman Financial

Money, of course, is never just money. It's always something else, and it's always something more, and it always has the last word . At Cooper Lapman Financial, we help you consider your personal financial goals, needs, and priorities and help you initiate a plan, working with your accountant, attorney and other trusted professionals. Your retireme... nt years should be spent enjoying the rewards of the hard work that youve done throughout your career. We monitor your plan to give you the confidence of having enough money throughout your life. Together we look at the assets needed to fund your current and future liabilities (focus on need vs. greed) and design an asset allocation for your circumstances. We invest with low-cost index funds and passive strategies where appropriate. At Cooper Lapman Financial, we take our fiduciary duty seriously. As a fee-only financial advisorthe most principled standard in our industrywe can be objective on YOUR behalf. We establish and execute detailed financial and investment plans for our multi-generational clients, based on your personal needs and aspirations. We remove the mystery of how to plan today to mitigate the unknowns of tomorrow.Read More