Financial Planning Services

Financial Planning Services

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Financial expertise to plan for your future

Our Financial Planning Services team is not tied to any insurance or investment company, allowing us to be an advocate to achieve financial independence with stability and security. Utilizing a comprehensive process, we focus on the effective use of insurance and investments to protect, preserve, and grow your assets.

The Financial Planning Services team’s client-centric approach is engaging and active, with ongoing monitoring of your ever-changing financial world. Our recommendations are based on extensive research to identify top partner companies that deliver solid financial performance and proven results, and have the ability to pay claims.

As employees of COPIC, you can also count on a commitment to provide unparalleled customer service and objective, trusted advice that draws upon our experience and addresses your needs. We recognize that every client is unique in their financial and personal goals. We focus on the following practice and individual solutions:

  • Investment/Retirement Planning (IRAs, 401(k)s, portfolio management, 529 plans, etc.)
  • Individual Life Insurance
  • Individual Disability Insurance (including specially negotiated discounts for COPIC insureds)

What are some common life situations where financial planning is essential?

  • Providing for your family in the event of a disability or unplanned death.
  • Financing and planning for your children's college education.
  • Utilizing financial planning tools/practices to help mitigate income taxes.
  • Determining the appropriate investment strategy for an inheritance.
  • Providing adequate long-term care for loved ones and yourself.
  • Minimizing estate taxes and making charitable contributions.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRASIPC and Registered Investment Adviser. COPIC Financial Service Group and Woodbury Financial Services, Inc. are not affiliated entities. COPIC Financial Service Group: 7351 E. Lowry Blvd., Ste. 400, Denver, CO 80230.

COPIC Financial Service Group is an insurance brokerage firm representing a variety of insurance carriers. Products offered by COPIC Financial are not issued by COPIC Insurance Company.

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