Kopf Financial and Insurance Solutions

Specializing in high quality life insurance, lifetime income, and long term care insurance solutions; we customize fit and provide superior customer service. Similar to a local bicycle shop, our value largely stems from attention to detail and personalization. No need to suffer hourly planning fees or do-it-yourself internet research often resulting in confusion and frustration with no monetary advantage. Proud to offer New York Life, we also provide coverage through many other high quality unaffiliated life insurance companies. Beyond low cost term insurance, we also offer permanent life insurance including Universal Life and Whole Life. Permanent life insurance offers many living benefits including supplemental retirement income, emergency funding¹, etc. We also address estate planning² issues including charitable giving. Income annuities protect against longevity risk.You will value working with us as we provide the attention to detail, quality, and superior service you deserve. We do not use high pressure sales tactics or push product. Our goal is to help you confidently plan for a more sound financial future while better proctecting yourself and your loved ones today. We especially value wealth solutions beyond government-drafted qualified plans such as 401(k)s and/ or IRAs.