Financial Planning Services

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Financial experience to plan for your future

Finances can be complex and confusing. Our team works closely with you to define your goals and help you understand your options to pursue financial independence with confidence in your investments. 

The Financial Services team’s client-centric approach is engaging and active, with ongoing monitoring of your ever-changing financial world. Utilizing a comprehensive process, we focus on the effective use of insurance and investments to preserve and grow your assets. Some common life situations where our team can help include the following:
  • Financial strategies to prepare for your children's college education.
  • Utilizing financial tools/practices to help mitigate income taxes.
  • Determining the appropriate investment strategy for an inheritance.
  • Minimizing estate taxes and making charitable contributions.
  • Adjusting your retirement plan after a change in your professional life.
Because we are not tied to any insurance or investment company, our recommendations are based on extensive research allowing us to be an advocate for each client’s financial goals. And 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.


Contact Jeff Feakes, Account Executive: FSG Financial Planning Services

Jeff has over 15 years of experience working with health care professionals, enabling him to create a blueprint for their personal and business success. His approach covers a range of areas, including debt consolidation, insurance coverage, and financial planning. Jeff goes above and beyond to ensure his clients are heard and responded to thoughtfully. He believes a “one size fits all” approach does not work when it comes to managing finances and tailors his plans to meet the needs of each client.

Phone: 720.858.6285
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Aaron Jensen , LUTCF, Business Development Coordinator


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Jeff Feakes offers securities and Aaron Jensen offers securities and investment advisory services through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

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