Investment & Retirement Planning

Investment & Retirement Planning

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Organize your finances today so you're prepared for tomorrow

Personal finance is complex and confusing. One of the most important decisions to make is finding the right advisor—someone who can help you define your goals, understand your options, and make the right choices. 

Investment and 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 Financial Planning Services team is committed to. The Financial Planning Services team offers expertise designed for medical professionals and the unique challenges and decisions they face throughout their lives. We believe that building the right portfolio starts with a solid understanding of our clients’ needs and goals, both now and in the future. And 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.
Check the background of this investment professional on FINRA’s BrokerCheck.

Michael Edwards offers securities and investment advisory services through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC.  Jeff Feakes offers 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.

 

Stats on Physician Finances

By age 55, over a third of physicians (36%) have a net worth greater than $2 million. A large physician survey conducted by a major investment firm found that physicians save 19.9% annually on average (combination of employer and employee contributions).

Medscape Physician Debt and Net Worth Report 2016

Investment & Retirement Planning Contact: Mike Edwards

Mike, 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

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