“My experience as a school teacher and engineer before that, makes me uniquely qualified to understand complicated details and present them in a clear, concise, easy to understand manner.”
“Nothing thrills me more than the relaxed look on my client’s face once they realize their financial future is secure.”
Having 20 different mutual funds with some bonds may be a sound strategy, but it’s not diversification. It’s all in the equities market. Including non-correlated assets such as real estate or land, guaranteed income products, along with equities puts my clients in a much safer, and often more profitable, financial position.
Equity indexed products linked to a popular index such as the S&P 500 can provide gains linked to the stock market without any of the losses.
Kopman Financial & CalChoice Financial
A Match with No equal
Independent Financial Advisor
Building and protecting wealth for over 20 years
"We're with You All the Way"
Tax-free Retirement Planning/ Insurance/ Annuities/ Land-banking/ Private Reserve Accounts