Most Americans desire to retire at some point in their lives, but many don't know when to start saving and don't benchmark their retirement savings by age. In today's world of technology and resources, successfully planning for retirement can be achieved in a variety of ways. This list dives into a few facts about planning for retirement.
We educate and empower our clients to make strategic financial decisions that create wealth from lost opportunity costs and expenses. We do this by "Finding the Money" and showing you where to put it to create your desired present life and future chapter in life "Retirement". Balance tax deferred investments in concert with tax-free investments for greater tax savings and retirement income.
We educate and empower our clients to make strategic financial decisions that create wealth from lost opportunity costs and expenses. We do this by "Finding the Money" and showing you where to put it to create your desired present life and future chapter in life "Retirement". Balance tax deferred investments in concert with tax-free investments for greater tax savings and retirement income.
Services
Elisabeth has been a financial adviser for over 22 years. She is the founder of Copia Wealth Management & Insurance Services and COPIA Wealth Management Advisors Inc., organizations that provide comprehensive financial advising with education to help her clients achieve their desired wealth goals. Her investment philosophy has been one of risk management and tax mitigation strategies.
We base our process on a personalized approach using multiple strategies. Our approach is tailored to our clients' goals, desired objectives, time horizon, cash requirements and tax situation. Our strategy is designed based on your long-term goals of preservation, income, accumulation and/or legacy desires.
We can perform a number of different assessments to help you determine if you're on the right track. Submit your details and we'll be back in touch shortly. After years of hard work, you are looking forward to retirement. Choosing when to retire is an important decision and involves a number of issues you may want to consider in your retirement planning.
Acceleration Pathway is a solution-driven financial planning concept bringing together these 9 steps. During this meeting, we'll explore your dreams, hopes, and bigger game you want to play. We'll show you surprising strategies for making a meaningful transformation in your human, intellectual, financial and civic assets.
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