At Copia Wealth Management & Insurance Services, we look at all your financial “pieces” and show you how they work together to create a solid financial strategy, better life today, tomorrow and retirement future. More importantly, we show you how these pieces can be preserved and balanced by working in concert with each other to achieve the ideal financial future.
Copia Wealth Management & Insurance Services takes pride in providing comprehensive financial planning services to our clients. We review our clients Wills, Estate Plan/Trusts, Investments, Tax Returns, and Insurance. We embrace our role; always acting within our client’s best interests. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for a care-free retirement and multi-generational legacy.
At Copia Wealth Management & Insurance Services, we believe no two clients are alike. Our process is individually focused. We base our process on a personalized approach using multiple strategies. They are tailored to our clients’ goals, desired objectives, time horizon, deserved cashflow and tax situation. Our strategy is designed based on your long-term goals of preservation, income, accumulation, and/or legacy desires.
Our clients receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals. Proactive tax planning along with your tax professional allows our clients the opportunity to minimize burdens and build a solid foundation of tax reduction strategies that can result in years of savings. We will implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement all in coordination with your professional relationships, CPAs, tax attorney’s & estate planning attorney’s.
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Investment advice offered through Copia Wealth Management Advisors, Inc. Copia Wealth Management Advisors, Inc. is a registered investment adviser.