truly independent financial planning
Copperwood Financial, Inc.
We provide customized financial planning solutions for entrepreneurs, medical professionals, and federal employees.
Our Tax Freedom Roadmap helps our clients define and realize their business, financial, and estate planning goals.
WHO ARE WE?
TAX PLANNING & MINIMIZATION
We are financial planners, looking to do more than just maximize deductions. We evaluate your current and future tax liability to determine where money should be saved, if Roth IRA conversions are appropriate, and how to generate income in the most tax-favored manner possible.
INDEPENDENT ADVICE
Being independent gives us the freedom to serve you without having to sell you a specific set of products that may not effectively align with your financial goals. This independence ultimately translates to win-win relationships backed by a genuine desire to see you prosper.
As a fee-based financial planning and investment management firm, you’ll have complete transparency into how we’re compensated. The advantage of this is that you’re never in doubt as to what our motive is; we’re bound by our fiduciary duty to always act in your best interest.
We specialize in working with entrepreneurs, business executives, medical professionals, and Federal Employees who have worked hard to build their next egg, and need advice on minimizing taxes, planning for retirement, and transitioning their assets when the time is right.
FIND OUT MORE
We frequently host educational events virtually and live. If you’d like to learn more about our approach to financial planning, please Contact Us now, and we’ll let you know when our next event is. If an individual meeting over a cup of coffee is more your style, we will gladly do that too. There’s no cost and no obligation, we’re happy to help.