FSG Financial Planning Team

COPIC Financial Service Group (FSG), a member of COPIC’s family of companies, was founded in 1985 with the goal of assisting physicians and members of the health care community with every aspect of their personal and professional financial lives.

FSG’s Financial Planning Team is not tied to any insurance or investment company, allowing us to be an advocate to help clients blueprint a path to achieve financial independence with stability and security. Our comprehensive process focuses on the effective use of insurance and investments to protect, preserve, and grow your assets.

The Financial Planning Team’s client-centric approach is engaging and active, with ongoing monitoring of your ever-changing financial world. Our recommendations are based on extensive research to identify top partner companies that deliver solid financial performance and proven results, and have the ability to pay claims. As employees of COPIC, you can also count on a commitment to provide unparalleled customer service and objective, trusted advice that draws upon our experience and addresses your individual needs.

FSG’s Financial Planning Team focuses on the following practice and personal solutions:

  • Investment and Retirement Planning (IRAs, 401(k)s, portfolio management, 529 plans, etc.)
  • Estate Planning
  • Disability Insurance (including specially negotiated discounts for COPIC insureds)
  • Life Insurance

​Financial planning is essential in case you ever need to:

  • Provide for your family in the event of a disability or premature death
  • Finance a child’s education
  • Utilize financial planning tools/practices to help mitigate income taxes
  • Plan for retirement
  • Invest an inheritance
  • Provide long-term care for loved ones
  • Minimize estate taxes and make charitable contributions

For more information, please contact FSG’s Financial Planning Team at (720) 858-6289. We welcome you to take advantage of another COPIC value-added service and schedule a phone or personal consultation to make sure the things that matter most are protected and preserved.

COPIC Financial Service Group, Ltd. is an insurance brokerage firm representing a variety of insurance carriers. Products offered by COPIC Financial are not issued by COPIC Insurance Company.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. COPIC Financial Service Group and Woodbury Financial Services, Inc. are not affiliated entities. COPIC Financial Service Group: 7351 E. Lowry Blvd., Ste.400, Denver, CO 80230.

Contact Us

Contact our staff with questions or to get started.

Mike Edwards, Director of Financial Services

medwards@copic.com

720.858.6289

800.421.1834 ext 6289

Jeff Feakes, Account Executive

jfeakes@copic.com

720.858.6285

800.421.1834 ext 6285