Your risk score awaits!


We are sorry you were not able to attend our recent New Generation Retirement® seminar!

A great way to take the first step toward preparing for retirement is to complete the Color of Money Risk Analysis, a simple 11-question risk assessment.

And you don’t have to stop there! Once you have your risk score, we encourage you to move one step ahead by completing the Strategy Assessment®, a dynamic, online questionnaire. The Strategy Assessment will help you understand your unique financial goals, needs and objectives and helps put you on the path to create a successful retirement strategy. Access the Strategy Assessment through our secure, online portal – Generational Vault®.

Click the button below to begin the Color of Money Risk Analysis and access the Strategy Assessment today.

 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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