Financial Planning Services

Financial Planning Services

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Financial expertise to plan for your future

Financial planning can be complex and confusing. Our team works closely with you to define your goals and help you understand your options to achieve financial independence with stability and security. 

The Financial Planning 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 protect, preserve, and grow your assets. Some common life situations where our team can help include the following:
  • Financing and planning for your children's college education.
  • Utilizing financial planning 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 planning 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.

 

Investment/retirement planning is filled with options from 401(k) plans and Roth IRAs to index funds and 529 plans. Knowing which ones are right for you requires experience, knowledge, and trust—fundamentals that our team is committed to.

We offer expertise designed for medical professionals and the unique challenges and decisions they face throughout their lives. As personal lives and financial options change, we are there to provide ongoing guidance on how to adjust your portfolio to maintain a steady path to retirement. The Financial Planning Services team can also help your practice establish or redesign the appropriate retirement plan through the following options:

  • Getting Started – Implementing a retirement plan for your practice.
  • Plan Design Analysis – Ensuring that your retirement plan meets your needs (maximizing contributions, lowering taxable liabilities, employee retention and benefits, etc.).
  • Plan Benchmarking – Reviewing the plan fees, funds, and performance.
  • Plan Compliance Tools – Procedures that are required to meet plan responsibilities.

Check the background of investment professionals on FINRA’s BrokerCheck.

Mike Edwards offers securities and investment advisory services through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC.  Jeff Feakes and Brad Radochonski offer securities through WFS, member FINRA/SIPC. Insurance services are offered through COPIC Financial Service Group which is not affiliated with WFS. WFS does not provide tax or legal advice. 7351 E. Lowry Blvd, Suite 400, Denver, CO 80230 (720) 858-6289.  The WFS financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states (registrations may vary by individual representative): California, Colorado, Florida, Idaho, Nevada, New York, Ohio, Oklahoma, Pennsylvania, Washington. 

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 are not issued by COPIC Insurance Company.

 

Financial Planning Services

Contact: Mike Edwards

Mike Edwards, LUTCF, focuses on helping physicians and dentists with insurance and investment planning. He joined COPIC in 1999 and has more than three decades of experience in helping clients identify the best options for their situation. Mike also speaks regularly to local residency programs and medical societies on financial issues.

Phone: 720.858.6289
Toll Free: 800.421.1834 Ext. 6289

Email Mike

Contact: Jeff Feakes

Jeff works with physicians and dentists to reach their financial goals through unbiased advice and specialized strategies based on a client’s individual situation. He helps clients with financial services products, as well as disability and life insurance.

Phone: 720.858.6285
Toll Free: 800.421.1834 Ext. 6285

Email Jeff
 

Contact: Brad Radochonski

Brad focuses on corporate retirement plan solutions, with an emphasis on defined contribution and defined benefit plans. His more than 18 years of experience allows him to identify opportunities through plan design reviews, create solutions to alleviate a plan’s day-to-day administrative duties, develop fiduciary procedures for plan sponsors, provide ongoing participant education, and recognize cost saving areas within a plan.

Phone: 720.858.6279
Toll Free: 800.421.1834 Ext. 6279

Email Brad

Stats on Physician Finances

More than half of physicians surveyed reported having a net worth of over $1 million; the top major expenses for those surveyed were mortgages, car loan payments, and paying off one’s own college loans.

~Medscape Physician Wealth and Debt Report 2019

Financial Focus, COPIC Financial Service Group's periodic newsletter, covers timely topics about financial planning and services, and business and personal insurance.

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