Income Planning
Plans designed to address future retirement income needs.
Cooper Financial Investments
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About Cooper Financial Investments
Income planning is one part of Cooper Financial Investments' retirement-focused services. The Mesa firm provides financial planning for retirees and people transitioning into retirement, as well as those saving for retirement. Its offerings include asset allocation, enhanced financial planning, Social Security strategies, and tax strategies. The firm also describes a defensive and opportunistic investment management approach, education planning, and connections with tax and estate planning referral partners. Its planning addresses future income needs, market volatility, family legacies, and income tax liabilities. Brad E. Cooper is the firm's president and an Investment Advisor Representative. The firm's services are intended to support clients as their needs change.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Asset Allocation
Allocation strategies that balance risk and reward.
Social Security
Social Security strategies for retirement planning.
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