Kopka Financial
Unlike many advisors, I started in the financial industry like you, as an investor. I remember being advised to open a Roth with those old Series E bonds and then watched our “retirement” quickly double and quadruple in the fast ride up in the dot com tech bubble: I then watched it crash. I waded through statements and thought huh? Why did that happen? The answer was simple: bad advice. I had to retool. I knew I had to save for my retirement. That was a given. But how? I was a math teacher, so the math wasn't going to stop me. I understood the time value of money calculations. So, I entered the financial industry to problem solve. I loved it. I soaked up knowledge like a sponge. And through my experience as a teacher, I had the ability to explain to my clients what to do with their...
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- Financial Planning
- Investment Management
- Special Needs
- Widowed
Sentiment Analysis
Megan and her team truly went above and beyond in assisting an elderly friend of our family after going thru the loss of her husband.
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