Whether you are a pre-retiree, retiree or conservative investor, we want you to have a better financial future. We want you to have financial success for the next 25 years and not go backwards over time, by building a more secure portfolio. Brad E. Cooper is an Investment Advisor Representative and President of Cooper Financial Investments, LLC.

We understand the unique issues facing retirees and those saving for retirement and we are committed to giving you the best advice and services possible. We specialize in financial planning for retirees and those transitioning into retirement. Our services encompass a management system that is designed to be defensive in bad economic times, and opportunistic in good times, education planning, referral partners for tax and estate planning. We take great pride in our relationship with our clients.

Brad Cooper is an investment advisor representative of Cooper Financial Investments, LLC, a state registered independent investment advisor, serving customers in Arizona and surrounding communities.

Brad’s mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.


Brad E. Cooper, Founder and President

I am a Financial Advisor/President of Cooper Financial Investments, LLC and have a B.A. from Columbia College. I have helped many families keep on the path toward financial security and independence for over 25 years. I feel everyone deserves a secure and independent retirement.

I was recently asked and participated in a 60-minute documentary “Not Alone: Retirement In America,” which debuted this past year nationwide. I previously hosted a weekly “Financial Answers For Today’s Economy” Radio Show for over 10 years and I am the Author of the Book “Cooper’s Truth- A Little Book About the Big Things Some May Not Tell You Regarding Retirement Planning”. I have written numerous articles on the subject of finance and have contributed several financial related articles to magazines and newspapers.  I have developed speeches and workshops tailored for multiple audiences nationwide on topics such as Income and Estate Planning, Retirement Planning, Wealth Preservation and Management, Hybrid Indexed Annuities, Insurance, and Income and Asset Protection.

My experience in the field of retirement and asset protection has afforded me the privilege to meet and work with amazing families that have worked extremely hard to create a “nest egg.” As a Fiduciary,” I take my position very seriously in protecting it. I value life-time client relationships.

On the personal side, I have been married to my high school sweetheart for 28 years and we have 2 amazing beautiful daughters. I am very blessed and keeping priorities in order is very important to me – God, Family and Business.

I enjoy spending time with my family, reading, keeping updated on the many changes of our financial economy, swimming, traveling, golfing, hiking, bike riding, watching and coaching my children in many sports, and I’m very active in my church. I’m very interested in health and fitness – I want to be around for a long time so I can enjoy many grandchildren in the future!

This is who I Help – I love working with retirees and families approaching retirement. My goal is to help families live a secure and comfortable life by utilizing financial tools and services that will help them achieve “financial security and independence.” We help families with a lifetime of security thanks to a lifetime of income.

My passion stems from the major changes we have seen in our financial economy the past 10 years that have had an impact on many families in retirement. I take a very serious, proactive, and secure approach when planning.


Lindsey Kemp, Director of Client Relations

lindsey@cooperfinancial.com

Lindsey is the Director of Client Relations for Cooper Financial Group, LLC. She has received a Bachelor’s of Science degree in Mass Communications with an emphasis in Advertising and Marketing from Southeast Missouri State University. Lindsey has spent over five years managing teams and succeeding in client growth for two fortune 500 companies. Her focus is building strong client relationships. She is passionate about delivering superior client assistance and administration.


  

Richard G. Black

Richard G. Black is a CPA and President/Owner of his well- respected accounting firm in Farmington, Missouri. Rick, as he is fondly known, has over 25 years of experience that extends to all areas of financial planning and tax strategy. He specializes in tax planning, research, strategic planning, compliance for closely- held corporations, partnerships, and individuals. Rick is excellent at working closely with business owners and individuals on both their personal and business plans. His experience and knowledge make him a highly sought- after accountant in specialty areas such as financial planning, real estate, and retail industries.
Rick is a graduate of Southeast Missouri State University with a Bachelor of Accountancy. He is a member of the American Institute of Certified Public Accountants and the Missouri Society of Public Accountants. His years of experience have created a standard of excellence that Rick strives for daily as well as passing along that mandate and passion to his team of employees.
Rick has been married for 27 years to Beth. She is an excellent first grade teacher winning the tremendous honor of the “Teacher of the Year Award” for her amazing skills in education. Rick and Beth have two sons and a daughter that are all pursuing their goals and dreams. Rick is a grandpa to his sweet little granddaughter, Indie. She is his pride and joy. Rick is active with the Junior Football League and Young faith in Christ as he is a board member for both organizations. He is actively involved in his church and he enjoys playing golf. Rick devotes himself to his family, his business and God.


 

Collin Black

Collin Black has six years of experience in the financial industry. In that time, he has worked closely with clients to set risk and return goals, protect and create wealth, and devise strategic individualized plans specifically based on his client’s needs. Collin enjoys meeting the challenges in today’s financial industry. He maintains a standard of excellence in customer care and client communication.
Collin is a graduate of Central Methodist University in Missouri. He graduated with a Bachelor of Science in Psychology. He is married to the love of his life and together they have a beautiful daughter, Indie. Collin enjoys spending time with his family and is devoted to be the best husband and father he can be. He enjoys watching a variety of sporting events and likes to read in his spare time.