We created Cooper & Adel Financial for one reason: we believe that financial products and financial planning should be part of a solid, comprehensive legal plan. So often, financial products are sold in isolation. They are sold on cost or by benefits of a product alone, not looking at the bigger picture. Financial planning that is blind to the overall needs of the client is risky at best, but for seniors and their families, it can be disastrous.
Financial products don't always fit in your overall plan, or they may fit later but not now. When we make a financial recommendation as part of your "Life Plan", we want you to understand it and how it fits. After you hear a thorough explanation, you will have the information you need to make an informed decision. We will support your decision.
* Robin is a Certified Paralegal by the National Association of Legal Assistants, Inc.
** Roy Whited is a Certified Long Term Care Professional, a CLTC, which indicates that he has completed a rigorous multidisciplinary course of study focused on long term care planing.
*** Lauren Cooper is a Senior Associate Attorney with Cooper, Adel and Associates, LPA. She holds the CSSCS (Certified in Social Security Claiming Strategies) designation.
Securities offered and sold by CoreCap Investments, Inc., member FINRA/SIPC. Advisory services provided through CoreCap Advisors, Inc., a registered investment adviser. Cooper & Adel and the CoreCap companies are separate and unaffiliated entities.