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Risk score | client login

FOR A BETTER
FINANCIAL FUTURE

A HOLISTIC APPROACH TO RETIREMENT.

We want you to have financial success for the next 25 years and not go backwards over time, by building a more secure portfolio. Brad E. Cooper is an Investment Advisor Representative and President of Cooper Financial Investments, LLC. We understand the unique issues facing retirees and those saving for retirement and we are committed to giving you the best advice and services possible. We specialize in financial planning for retirees and those transitioning into retirement. Our services encompass a management system that is designed to be defensive in bad economic times, and opportunistic in good times, education planning, referral partners for tax and estate planning. We take great pride in our relationship with our clients.

A HOLISTIC APPROACH TO RETIREMENT.

We focus on creating value, security, and financial peace of mind for our clients

We focus on creating value, security, and financial peace of mind for our clientsWithin our specialties our goal is to focus on protecting our clients’ life savings from market volatility, we help establish family legacies, and we create strategies to provide for future income needs and reduce income tax liabilities. We walk our clients through a step-by-step process that helps them feel confident in their decisions.

We take pride in understanding our clients’ individual needs and goals, and forming lasting relationships with our clients so that we can continue to provide a high level of service as their needs change. Our goal is to reduce risk and provide stability to protect our clients from the “unknowns” in life. This allows us to implement sustainable investment and retirement income plans to help protect our clients from the unexpected.

What is your risk tolerance?

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, complimentary analysis is one of the first steps on the road to retirement.

Schedule Your Complimentary Analysis

Brad Cooper

President | Founder

I’ll never forget the day I learned about money. I was a Police Officer, and a friend introduced me to what I now call: “Commonsense Money Principles.” You’d think I’d have been excited learning about how to manage money, but I wasn’t – I was angry.

I had all these questions flying around in my mind like:

“Why didn’t I learn this in school?”

“Shouldn’t our education system care about teaching financial principles?”

I came from a modest background, where people worked hard, and you married your high school sweetheart. I couldn’t stop thinking, “Someone needs to teach the average American how simple financial planning can be.” Turns out, God was calling ME to be that “someone.” So, I shifted careers and vowed to educate people on how simple financial planning can change their life.

For the first part of my career, the company I worked for was more focused on managing money than on education, so I kept feeling like I was not living up to part of my vow. That changed in 2006, when my brother Bruce died suddenly of a heart attack at age… 49. He was newly married and had diligently saved all his life so he could retire at 60 to “enjoy his life.” In my grief I thought, “Bruce sacrificed to reach his retirement goals; he planned and planned and planned— but he never actually lived his life.” I wondered, “What was the use of all that planning if he never enjoyed the fruits of his labor?” This realization weighed heavy on me. I immediately thought, “I want to teach people how to plan for the future while also living for today.” But to do that, I need to become a different kind of advisor. So, I started a full-service financial planning firm, centered on education. Soon after, I saw that no matter how much money people have, they are torn the way my brother was, between planning and living. But with the right guide and a bit of education it doesn’t have to be that way.That’s why for the past 16 years… I’ve created financial plans that not only provide my clients with guaranteed income for life…

But also, ample education… So, my clients will never again be so terrified of spending money that they never actually live their life. Nothing fulfills me more than seeing the relief and excitement on my clients’ face when they realize, “Wow, we really can have both.”

This is why I do what I do. And if we decide to work together, I’d love to show you how you can have both too.

Risk score | client login

FOR A BETTER
FINANCIAL FUTURE

Risk score | client login

FOR A BETTER
FINANCIAL FUTURE

A HOLISTIC APPROACH TO RETIREMENT.

A HOLISTIC APPROACH TO RETIREMENT.

We focus on creating value, security, and financial peace of mind for our clients

Asset Allocation

Dream/Do

Income Planning

Enhanced Planning

Social Security

Tax Strategies

What is your risk tolerance?

Schedule Your Complimentary Analysis

Contact

Mesa, Arizona

Services

Disclosure

Risk score | client login

FOR A BETTER FINANCIAL FUTURE

Risk score | client login

FOR A BETTER FINANCIAL FUTURE

A HOLISTIC APPROACH TO RETIREMENT.

A HOLISTIC APPROACH TO RETIREMENT.

We focus on creating value, security, and financial peace of mind for our clients

Asset Allocation

Dream/Do

Income Planning

Enhanced Planning

Social Security

Tax Strategies

What is your risk tolerance?

Schedule Your Complimentary Analysis

Contact

Mesa, Arizona

Services

Disclosure

Laura Miller

Client Services

Kaylor Cox

Director of Marketing & Events

Beth Cox

Office Manager

Ryan Jackson

Financial Professional

Chris Cox

Managing Director

Margaret Cooper Roberts

Administrative Assistant

Lindsay Smith

Senior Account Manager

Grace Cooper

Administrator of Client Services

Shelly Cooper

Hospitality Coordinator

Jose Rodriguez Osuna

Investment Advisor

Brad Cooper

President | Founder

FOR A BETTER
FINANCIAL FUTURE

FOR A BETTER
FINANCIAL FUTURE