How does the advisor help clients – Key Takeaways:
- KOPKA FINANCIAL, LLC offers a wide range of financial services to help clients achieve their financial goals.
- The firm has a team of experienced and dedicated advisors who provide personalized financial advice and guidance to clients.
- KOPKA FINANCIAL, LLC takes a holistic approach to financial planning and understands that each client’s financial situation is unique.
- The firm is committed to transparent and ethical practices, always putting the clients’ best interests first.
Facts and Insights
KOPKA FINANCIAL, LLC is a leading financial planning firm that has been serving clients for over 20 years. The firm is known for its comprehensive and personalized approach to financial planning and has helped numerous clients achieve their financial goals. KOPKA FINANCIAL, LLC takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a customized strategy that meets their needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
KOPKA FINANCIAL, LLC offers a wide range of financial services to help clients achieve their short-term and long-term financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance services
- Education planning
- Business planning
Client Types
KOPKA FINANCIAL, LLC serves a diverse group of clients, including individuals, families, and business owners. The firm also works with clients at all stages of life, from young professionals just starting out to retirees looking to preserve and grow their wealth for future generations.
Fees & Compensation
KOPKA FINANCIAL, LLC operates on a fee-only basis, meaning they do not earn any commissions or receive any compensation from third-party products or services. This allows the firm to provide unbiased and objective financial advice to clients without any conflicts of interest. The firm’s fees are based on a percentage of assets under management, making their interests fully aligned with their clients’ financial success.
Background
KOPKA FINANCIAL, LLC was founded in 1999 by John Kopka, a highly experienced financial advisor with a passion for helping clients achieve financial independence. The firm has since grown to include a team of skilled advisors and support staff who work together to provide top-notch financial planning services. Kopka has over 25 years of experience in the financial industry and holds several industry certifications, including the Certified Financial Planner (CFP) designation.
Financial Advisor Disclosures to Know
KOPKA FINANCIAL, LLC is committed to transparency and ethical practices, and as such, there are no disciplinary actions or disclosures to report about the firm or its advisors. The firm values their clients’ trust and always strives to maintain the highest level of integrity in all their business dealings.