We are sorry we missed you!

We are sorry we missed you at our New Generation Retirement® seminar!

At the seminar, we covered the importance of:

  • Analyzing your risk tolerance
  • Understanding your Social Security
  • Creating your retirement income
  • Choosing your legacy
  • Developing a strategy to help minimize taxes
  • Utilizing technology to organize your finances

Even though you were not able to attend, we encourage you to take a few minutes to complete the Color of Money Risk Analysis. This 11-question self-assessment helps give you insight into your risk profile using the most important criteria of all – your goals!

If you have any questions or would like to set an appointment, please give our office a call.

 Begin your assessment

Cooper Financial Investments, LLC and Cooper Financial Group, LLC are not affiliated with Ed Slott and Company, LLC. 

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