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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?

Copperwood Financial, Inc. is an independent financial planning firm with offices across the country. Our  financial planning process lays out your current situation, identifies your goals, and creates and actionable plan to achieve them.

We go beyond traditional investment management and coordinate Social Security, taxes, pensions and Medicare into every plan we build. We are your one stop shop for financial planning and wealth transfer.

Copperwood Financial acts as a fiduciary for our clients. We have a simple mission: we want to help you reach your financial goals so that you can focus less on your money, and more on your passions .

Our process focuses on building long-term relationships with our clients. We're here with the knowledge and guidance to help you make the best financial decisions.

FINANCIAL PLANNING

Your financial plan is the cornerstone of all that we do. It guides our decisions, and lays out the best way to move forward. Our interactive financial planning software lets us collaborate with you as plans change.

BUSINESS PLANNING

Owning a business is a lot of work. We can help provide advice on entity structuring, employee benefits, risk management, and tax planning so that you can focus on growing your business.

INVESTMENT MANAGEMENT

We use a disciplined investment process, focusing on after-tax returns, and leveraging the best resources to create an investment strategy to achieve your goals so that you can sleep well at night.

SOCIAL SECURITY & MEDICARE

Social Security is complicated, and making the wrong decision could cost you hundreds of thousands of dollars in lost benefits. We specialize in optimizing your Social Security benefits, and helping you choose the correct Medicare options.

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.

ESTATE PLANNING WEALTH TRANSFER

A well made estate plan avoids probate, minimizes taxes, and ensures that your legacy will be transferred to the next generation exactly how you desire. We'll work with you to create a plan, and revise it along the way as things change.

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.

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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.