Wealthcare Welcomes Doug Koopmann
Doug Koopmann is an Investment Advisor Representative based in Dubuque, Iowa, with over 30 years of experience in the financial services industry. He provides comprehensive financial services to individuals, families, small businesses, and entrepreneurs, including financial, investment, and wealth management. Doug is also licensed for life and long-term care insurance. He strives to treat others the way he would like to be treated. He is also a stickler for returning calls!
Doug chose to affiliate with Wealthcare Capital Management to gain access to the GDX360® process and the WealthcareGDX® (Goals-Driven eXperience) platform.
Utilizing this platform, Doug can relinquish many of his non-revenue generating tasks to Wealthcare. This allows him to spend more time focusing on his mission of improving his client’s financial well-being.
Through the GDX360 process, Doug can provide clients with a wealth of information from investment strategies to tax optimization. Wealthcare’s process synchronizes his clients’ financial plans with their investments and calculates their Comfort Zone® based on their life goals. As the process monitors changes to his client’s plan based on life goals or market changes, Doug can proactively provide his clients with financial strategies that will keep them on track to reaching their personal goals.
