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.
