Donald M. Loper

Registered Representative * Retirement Specialist * Multi State Agent

In recent years from 1996 when I got started in the insurance business, I have witnessed

certain financial events with my clients that impacted me greatly to offer the services I do.

How can one save for retirement, if there is not "protection" against catastrophic health

expenses?Without a reputable, affordable, major medical plan in place many retirement

dreams have been postponed or worse lost.

As a financial advisor, it is important we build a "solid" base against financial risk from

multiplesources before we can store funds for retirement without further risk if loss.  

Do you have protectionagainst major medical expenses?  Is your advisor even asking? 

They should.

What are the best places to invest your money? What are the best plans? Who offers the

best service? Who's going to continually educate, advise and keep you abreast of:

tax law changes, investment strategies and estate plan changes, product enhancements,

Gifting ideas, Trust uses, Charitable giving, 401k and IRA investing?

Who's going to answer all these questions and provide up-to-date information to you

for "Your" best interest? 

Yes, I also offer:

A WIDE variety of retirement plans: IRA's, SEP's, ROTH's, Keogh's, 401k's, and more.

Fixed, Indexed Annuities Life Insurance's of all types: Term, Whole Life, Universal

and Variable Long Term Care Insurance,Major Medical Health Insurance Specialty

Business retirement plans and periodic e-mails to keep you up-to-date on any changes

or strategies that may benefit or effect you and your loved ones.

I'm an independent Agent that offers a selection of investment products and services.

Unlike many insurance-company-owned broker-dealers and traditional Wall Street

firms, where "captive" agents and brokers promote in-house products and proprietary plans,

I am an independent advisor who services the individual needs of my personal clients.

"Team Leader / Symphony Conductor / Financial Coach!":

Building a Complete Financial Plan is much like building a fine Symphony Orchestra. 

The Conductor finds the finest musicians, with years of experience, playing the finest 

instruments. He assembles and directs them to produce beautiful music. Without an 

experienced Conductor, all you end up with is a bunch of, ineffective, irritating noise! 

When you have me your actually getting an entire "TEAM". I'm simply the

"Conductor" or Team leader, if you will!

I direct and bring together (for my clients best interest) the combined benefits, of the 

most highly qualified, most respected and experienced firms, and their Professionals.

Including advanced planning advice, strategies, information and services. 

        Complete Financial and Estate Planning covers MANY areas and different fields: from

      Securities, insurances and annuities, Legal and tax planning laws, business structure and

      management, wealth transfer strategies, real estate and applicable tax consequences,

      Charitable 503 (c) regulations and their estate planning advantages, including Wills

      and the numerous trusts with their specialized uses and benefits. 

Having me as your Advisor, together, you and I, can get all the various parts of

your investment program, financial plan, estate and tax plans, working

together effectively!

Just like making beautiful music.  

How can we work together?

My Financial Services

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