cooperadelvufinancial.com Open in urlscan Pro
2606:4700:3036::ac43:c6aa  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Main Menu

 * Home
 * About
   * Our Story
   * Our Philosophy
 * Team
   * Financial Advisors
   * Support Staff
 * Insights
   * News
   * *COMING SOON* “Dear Julian” Blog
   * *COMING SOON* Relevant Readings
   * *COMING SOON* Stock Ticker
 * Get Started
   * Schedule
   * Our Locations
   * *COMING SOON* Our Clients
 * Client

Play Video

+1 844.262.5214

Have a question?


WHY COOPER, ADEL, VU FINANCIAL?


ABOUT US

LONGEVITY


Play Video

SECURE ACT


Play Video

ROTH & SECURE ACT


Play Video

We believe that the best way to ensure our clients don't outlive their
retirement savings is by reducing or eliminating their tax burden.

INTEGRATIVE PLANNING MODEL

WHAT TO EXPECT


 * Initial complementary Consultation
 * Analysis and Recommendation Meeting
 * Implementation Meeting
 * Reviews



SEE US WHEN YOU ARE...


 * Thinking about retirement
 * Concerned about healthcare costs in the future
 * Considering tax-wise charitable contributions
 * Ready to have some investment guidance and assistance

SCHEDULE A CONSULTATION

Helping you get your financial ducks in a row.

START HERE


PROBLEMS WE CAN HELP YOU SOLVE


RETIREMENT

If you have 401Ks, IRAs, or other qualified pre-tax monies and are looking for
ways to get money out in a tax efficient way for your income, family, or
healthcare needs.


TAX

If you want to avoid being cornered into a large income tax liability as you get
older; find out about strategies that will work for you to allow you to get
money out of IRAs, with low or no tax and into Roths or other investments.


INVESTMENTS

If you have mutual funds, stocks, bonds or real estate and wish to learn options
to minimize or eliminate capital gains while taking advantage of capital losses.


CHARITABLE CONTRIBUTIONS

If you are making even modest charitable contributions, find out how to fully
benefit yourself as well as your charity.

OUR FINANCIAL ADVISORS

JULIAN GUILFOYLE

President, Financial Advisor

JACOB SANSOM, CPA

Vice-President, Financial Advisor

RHETT BUTLER

Financial Advisor

SCOTT PELFREY, CPA

CERTIFIED FINANCIAL PLANNER™

Financial Advisor



JEFF JONES, CRPC®

Financial Advisor

D. LUKE ROSS, ESQ.

Financial Advisor
IRS Enrolled Agent

DYLAN SCHALMO

Financial Advisor
IRS Enrolled Agent
Director, Trading

JAKE PENNINGTON

Financial Advisor


DANIEL WEINGARTNER

Certified Financial Planner™
IRS Enrolled Agent
Director, Financial Operations

VIEW ALL

CLIENTS

Elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Nam varius
consectetur. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit
tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

 4.5/5

MARTIN SMITH

CEO, Acme Industries
Elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Nam varius
consectetur. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit
tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

 4.5/5

SHELLY BARNS

CEO, Acme Industries
Elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Nam varius
consectetur. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit
tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

 5/5

JACOB LUKE

CEO, Acme Industries

"DEAR JULIAN" BLOG

Sorry, we couldn't find any posts. Please try a different search.

ALL INSIGHTS


LOCATIONS

 * Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe |
   Sidney

+1 844 262 5214

Rhett Butler, Julian Guilfoyle, Jeff Jones, Scott Pelfrey, Luke Ross, Jacob
Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC
are registered representatives of and conduct securities transactions through
CoreCap Investments, LLC.

Rhett Butler, Julian Guilfoyle, Jeff Jones,Scott Pelfrey, Luke Ross, Jacob
Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC
are investment advisory representatives of and provide advisory services through
CoreCap Advisors, LLC.

 Cooper, Adel, Vu Financial, LLC, CoreCap Investments and CoreCap Advisors are
separate and unaffiliated entities.

Centerburg, Ohio and Monroe, Ohio are Registered Branch Offices of CoreCap
Investments, LLC. Securities offered only through these Registered Branch
Offices.

CLICK HERE FOR BROKER CHECK

Copyright © 2023 by Cooper, Adel, Vu Financial Services, LLC

The information provided here is not investment, tax or financial advice. You
should consult with a licensed professional for advice concerning your specific
situation.



The content is developed from sources believed to be providing accurate
information. Some material was developed and produced to provide information
that may be of interest. The opinions expressed and material provided should not
be considered a solicitation for the purchase of sale of any security.



Links to third-party websites are being provided for informational purposes
only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor
any of the listed websites or their respective sponsors. CoreCap is not
responsible for the content of any third-party website or the collection or use
of information regarding any websites users and/or members.



Investing involves risk, including the loss of principal. No Investment strategy
can guarantee a profit or protect against loss in a period of declining values.
Any references to protection benefit or lifetime income generally refer to fixed
insurance products, never securities or investment products. Insurance and
annuity products are backed by the financial strength and claims-paying ability
of the issuing insurance company.


LOCATIONS

 * Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe |
   Sidney

+1 844 262 5214

Rhett Butler, Steven Ervin, Julian Guilfoyle, Jeff Jones, Luke Ross, Jacob
Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC
are registered representatives of and conduct securities transactions through
CoreCap Investments, LLC.

Rhett Butler, Steven Ervin, Julian Guilfoyle, Jeff Jones, Luke Ross, Jacob
Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC
are investment advisory representatives of and provide advisory services through
CoreCap Advisors, LLC.

Cooper, Adel, Vu Financial, LLC, CoreCap Investments and CoreCap Advisors are
separate and unaffiliated entities.

Centerburg, Ohio and Monroe, Ohio are Registered Branch Offices of CoreCap
Investments, LLC. Securities offered only through these Registered Branch
Offices.

CLICK HERE FOR BROKER CHECK

Copyright © 2023 by Cooper, Adel, Vu Financial Services, LLC

The information provided here is not investment, tax or financial advice. You
should consult with a licensed professional for advice concerning your specific
situation.



The content is developed from sources believed to be providing accurate
information. Some material was developed and produced to provide information
that may be of interest. The opinions expressed and material provided should not
be considered a solicitation for the purchase of sale of any security.



Links to third-party websites are being provided for informational purposes
only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor
any of the listed websites or their respective sponsors. CoreCap is not
responsible for the content of any third-party website or the collection or use
of information regarding any websites users and/or members.



Investing involves risk, including the loss of principal. No Investment strategy
can guarantee a profit or protect against loss in a period of declining values.
Any references to protection benefit or lifetime income generally refer to fixed
insurance products, never securities or investment products. Insurance and
annuity products are backed by the financial strength and claims-paying ability
of the issuing insurance company.


Scroll to Top