Services
How We Help Begins With Who You Are
At Copper Beech Wealth Management, LLC, we enjoy the process of planning and serving as a resource for you, our client. By beginning our relationship with getting to know you, we’re able to create a strategy that works well for you, your lifestyle and the long-term goals you have in mind.
Our Clients Are Typically…
Pre-Retirees or Retirees
Preparing For The Future
Whether you're 5 years from retirement or 5 years into retirement, we can help you add structure to your plans. We specialize in retirement income planning, with a focus on tax-efficient distribution strategies and tax-smart allocation plans.
Many of our clients come to us on the verge of retirement, and we help them put all the pieces to the puzzle together to develop a plan that makes sense.
What They’re Interested In:
Financial Planning
Developing a unique plan that is based on your lifestyle, goals and long-term needs is the aim throughout our financial planning process. And, because each aspect of your finances ultimately impacts the details of your life, we’ll cover a number of topics, including:
- Financial Planning
- Portfolio Management
- Retirement Income Planning
- Tax Planning
Portfolio Management
With longevity in mind, we’ll work to design an investment portfolio that incorporates your needs, as well as those of the everchanging markets.
By working closely with our team, you can have confidence every step of the way as we position your portfolio to meet your financial goals.
Retirement Income Planning
The majority of the work we do for clients revolves around income planning in retirement. We recognize that transitioning from a regular paycheck to relying on other sources of income is daunting for most.
We help you to build a road map for retirement that you can feel confident about.
Tax Planning
Your financial circumstances require professional attention from those with varying experience. With the help of CPAs dedicated to the complexities of tax planning (or your current professional team), we will work to ensure your wealth lasts and is spent in the way that you intend over time.
Placing Transparency at the Forefront of Our Relationship
When it comes to fees, our focus is ultimately on your financial well-being,
rather than on sales commissions. During our introductory meeting,
we will discuss any details and/or questions you may have.