When the market crashed in March, most of my friends lost 30% of their savings.  I lost nothing.

Julie K.

V.P. Business Development

We can do the same for you.

We know you’re busy, so we’ll get right to the point.  Book a 15 minute appointment with us.  Bring your questions.  We have answers. 

Relax…We’ve got this!

People often come into our office concerned about having enough money to retire comfortably.  Our team of financial professionals take that concern seriously. 

Kopman Financial will review your current portfolio, evaluate your goals, discuss options and create a plan to help you achieve those goals.  We take the stress out of retirement planning. 

"Nothing thrills me more than the relaxed look on my client's face once they realize their financial future is secure."

Do No Financial Harm

“As in the medical profession where the first rule in treating patients is “Do No Harm,” my clients trust me with their financial health where I live by the rule “Do No Financial Harm.” With that in mind, my first priority is protecting your assets.

If high risk with the possibility of stellar growth is your thing, then I’m not your guy. If steady growth while minimizing your risk is what you desire, then I’ll get you there.”

Rob Kopman, Principal
  • Stock market gains without the risks
  • No-loss strategies
  • Worry-free investment plans

Do No Financial Harm

“As in the medical profession where the first rule in treating patients is “Do No Harm,” my clients trust me with their financial health where I live by the rule “Do No Financial Harm.” With that in mind, my first priority is protecting your assets.

If high risk with the possibility of stellar growth is your thing, then I’m not your guy. If steady growth while minimizing your risk is what you desire, then I’ll get you there.”

Rob Kopman, Principal
  • Stock market gains without the risks
  • No-loss strategies
  • Worry-free investment plans

Live a Tax-Free Retirement!

Eliminating taxes from your retirement years can add 25% or more to your available income.  

True Diversification Spoken Here

tax-free retirement planning

Guaranteed lifetime income

low risk investments

life insurance

annuities

land banking

real estate

estate planning

Private Reserve Accounts

Traditional and Roth IRA

401(k) Rollovers

Social Security Strategies

Dollars of Tax-free Retirement Income Created for Clients

Services

What We Do Best

To put it simply, we make complicated financial strategies easy to understand.  Our Principal, Rob Kopman, has over 20 years experience helping clients achieve their financial goals. 

His years as a school teacher and engineer before that, makes him uniqely qualified to understand those confusing details and present them in a clear, concise, easy to understand manner.

We Listen

We’re great at asking questions and even better at listening to your answers.  Not until we both have a thorough understanding of your financial situation and long term goals, will we propose a plan.

Land Banking

Our real estate partner CalChoice Investments, offers partially developed land just 40 minutes outside of Los Angeles in one of the fastest growing cities in America.  Use funds already in your IRA and you won’t even have to write a check.

Tax-free Retirement

One of our passions is providing our clients with a “blueprint” for a tax-free retirement.  Oftentimes we can accomplish this simply by moving assets from one class to another.

Social Security Integration

Social Security can be confusing and up to 85% of your benefit can be taxed! Evaluating how social security will impact your taxes is critical.

M.E.R.I.T. – The 5 essential parts of your financial plan

MORTGAGE

Mortgage planning is the process of evaluating your mortgage options to see how it fits in with your overall financial plan. That 15 year mortgage you’re thinking about may not be your best option.  

ESTATE

In simple terms, an estate plan:

  1. Allows you to dictate who gets what.  
  2. Reduces taxes and eliminates probate cost on the inheritance.
  3. Keeps the peace when you’re gone.

RETIREMENT

Most of our clients have one major concern–Will I have enough money to retire comfortably?  As you can imagine, providing our clients with a well-designed, realistic retirement plan is our number one proirity.

INSURANCE

What good is all that planning if a disaster makes it fall apart?  Adequate insurance is essential to any good financial plan.  We’ll help you review your insurance plans to make sure you are properly protected.  

TAX

Has your financial planner ever said this…”When you retire, you’ll need less income so your tax bracket will be lower.” Do you know anyone who wants to live on less money in retirement?  Live a tax-free retirement and enjoy having 30% or more spendable assets.

Get In Touch

Kopman Financial

8901 E. mountain view rd. #110  Scottsdale, AZ 85254
480 991 2815
info@kopmanfinancial.com

Rob Kopman, Principal
rob@kopmanfinancial.com
Cell: 480 991 2815