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Donald M. Loper
Registered Representative
Retirement Specialist
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?
I will, if you will allow me!
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
Privacy Policy
Got a Question?
Don Loper
Toll Free 1-866-636-7614
E-Mail:
dloper@cfiemail.com
Office of Supervisory Jurisdiction:
Centaurus Financial., 110 Schiller Street, Suite 210, Elmhurst, IL. 60126
Phone 1-(630) 530-0345.
Securities offered through: Centaurus Financial, Inc.,
333 City Blvd West, Suite 2010,
Orange, CA 92868, Member SIPC & FINRA (Previously NASD)
Phone 1-(714)456-0852,
http://www.centaurusfinancial.com
Securities offered through Centaurus Financial, Inc., a registered
broker/dealer and a
member of FINRA & SIPC. This is not an offer to sell
securities, which may be done only after proper
delivery of a prospectus and client suitability has been reviewed and determined.
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