An Objective Approach to Comprehensive Wealth Management

Welcome to Copia Financial Solutions, Inc.

Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.

I am in the business of helping my clients pursue all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.

I believe my approach can help you invest conservatively, potentially reduce your exposure to taxes, meet your insurance needs and provide a plan which strives to successfully transfer your wealth to your children and grandchildren.

If this method of pursuing your financial needs sounds appealing, I invite you to spend some time exploring this site. I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or e-mail me.

  • College planning - long-term planning to ensure you're ready when your children are
  • Retirement planning - to design an investment strategy to help you meet all of your retirement goals
  • Estate & Wealth Preservation Planning
  • Investment Management
  • Income Tax Reduction Strategies
  • Insurance Planning-to secure your family's future needs