Financial Planning for Every Stage of Your Life

quote

“Money, of course, is never just money. It's always something else, and it's always something more, and it always has the last word .”

– Paul Auster, U.S. Novelist

AdobeStock_58883736

Financial Planning


At Cooper Lapman Financial, we help you consider your personal financial goals, needs, and priorities and help you initiate a plan, working with your accountant, attorney and other trusted professionals.

AdobeStock_278704256_web

Retirement Planning


Your retirement years should be spent enjoying the rewards of the hard work that you’ve done throughout your career.  We monitor your plan and help design a roadmap for long-term financial success.

AdobeStock_176193007

Investment Management


Together we look at the assets needed to fund your current and future liabilities (focus on ‘need vs. greed’) and design an asset allocation for your circumstances.  We invest with low-cost index funds and passive strategies where appropriate.

retouched-Mark-and-Mimmy-crop2-web

At Cooper Lapman Financial, we take our fiduciary duty seriously.  As a fee-only financial advisor—the most principled standard in our industry—we can be objective on YOUR behalf. We establish and execute detailed financial and investment plans for our multi-generational clients, based on your personal needs and aspirations.  We remove the mystery of how to plan today to mitigate the unknowns of tomorrow.

Facts about Cooper Lapman

  • Business Formed in January 2009
  • SEC Registered Investment Advisor
  • No Product Affiliations or Commitments
  • Seasoned Staff
  • Working together for over 30 years
  • Attentive Client Service Model

Please see the Cooper Lapman Client
Relationship Summary (Form CRS)

The Client Relationship Summary is a newly established requirement for registered investment advisors with the U.S. Securities and Exchange Commission (“SEC”). It is a two-page summary of our services, fees, and conflicts of interest. We encourage you to read this document and contact us with any questions you may have with us.

 

 

COOPER LAPMAN FINANCIAL IS NOW THE COLONY GROUP

We are excited to join our friends and colleagues at The Colony Group! Together, we are a stronger team with complementary capabilities to help our clients find meaning and joy in their lives. Our personal relationships with our clients will remain the foundation and future of our firm - Welcome to our new home!

Continue

This will close in 0 seconds