Our Services

Financial Planning: Your life of abundance awaits you. The destination is up to you. The way there, you entrust to us. David L Kopp helps you create and preserve high-net wealth with our individually tailored process. Working together, we’ll apply strategic choices and transparency of purpose to an action plan toward your life of abundance.

Asset Management: David L Kopp identifies balance-sheet risks through a rigorous, quantitative process rooted in modern financial management techniques. Armed with these results, David L Kopp develops customized, client-specific strategies, enabling institutions to more effectively manage their balance sheets.

Liability Management: You’ve worked hard for your family and your future. Now, it’s time to work toward preserving what you have. We’ll help you take steps now to help preserve your wealth and purchasing power against inflation so you and your family can enjoy your assets for generations to come.

Secure Loans: Secured loans can serve many purposes — maybe you want a lower interest rate, maybe you’re just starting to build your credit, or maybe you don’t want to risk having unsecured debt. That’s where secured loans come in. They’re secured by your own funds, you’ll typically enjoy lower interest rates. In addition, having some collateral in the mix can be great for first-time borrowers — potentially increasing your chances for approval.

Insurance: David L Kopp can help you with your risk management and insurance needs. Learning about insurance can help you answer the two most common questions of how much and what kind when choosing your insurance coverage. Reviewing your insurance regularly can help ensure your insurance keeps up with your life.

Estate Planning**: Estate planning is the act of preparing for the transfer of a person’s wealth and assets after his or her death. Assets, life insurance, pensions, real estate, cars, personal belongings, and debts are all part of one’s estate. While an estate plan can’t pass on your memories and experiences, it can help you pass on your assets in a way that reflects your values, dreams and the full life you lived. Estate planning can also help you take care of your family should you no longer be able to do so.

*David L. Kopp and LPL Financial do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your specific situation.
**Any estate plan should be reviewed by an attorney who specializes in estate planning and who is licensed to practice law in your state.