Financial Services

Financial Services

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Financial experience to plan for your future

Finances can be complex and confusing. Our team works closely with you to define your goals and help you understand your options to pursue financial independence with confidence in your investments. 

The Financial Services team’s client-centric approach is engaging and active, with ongoing monitoring of your ever-changing financial world. Utilizing a comprehensive process, we focus on the effective use of insurance and investments to preserve and grow your assets. Some common life situations where our team can help include the following:
  • Financial strategies to prepare for your children's college education.
  • Utilizing financial tools/practices to help mitigate income taxes.
  • Determining the appropriate investment strategy for an inheritance.
  • Minimizing estate taxes and making charitable contributions.
  • Adjusting your retirement plan after a change in your professional life.
Because we are not tied to any insurance or investment company, our recommendations are based on extensive research allowing us to be an advocate for each client’s financial goals. And 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.

 

Investment/retirement strategies are filled with options from 401(k) plans and Roth IRAs to index funds and 529 plans. Knowing which ones are right for you requires experience, knowledge, and trust—fundamentals that our team is committed to.

We offer experience with medical professionals and the unique challenges and decisions they face throughout their lives. As personal lives and financial options change, we are there to provide ongoing guidance on how to adjust your portfolio to maintain a steady path to retirement. The Financial Services team can also help your practice establish or redesign the appropriate retirement plan through the following options:

  • Getting Started – Implementing a retirement plan for your practice.
  • Plan Design Analysis – Helping to ensure that your retirement plan meets your needs (maximizing contributions, lowering taxable liabilities, employee retention and benefits, etc.).
  • Plan Benchmarking – Reviewing the plan fees, funds, and performance.
  • Plan Compliance Tools – Procedures that are required to meet plan responsibilities.

Check the background of investment professionals:

FINRA's BrokerCheck

Jeff Feakes offers securities through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. Insurance services are offered through COPIC Financial Service Group which is not affiliated with WFS. WFS does not provide tax or legal advice. 7351 E. Lowry Blvd, Suite 400, Denver, CO 80230 (720) 858-6289. 

The WFS financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states (registrations may vary by individual representative): California, Colorado, Florida, Idaho, Nevada, New York, Ohio, Oklahoma, Pennsylvania, Washington. 

When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

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

 

FSG Financial Services Contact: Jeff Feakes

Jeff's niche is working with medical residents and dental students. He meets with these rising health care professionals and provides strategies to help consolidate their debt and jump-start their financial goals through unbiased advice and specialized strategies based on the client's individual situation. He helps clients with financial services products, as well as disability and life insurance.

Phone: 720.858.6285
Toll Free: 800.421.1834 Ext. 6285
FINRA's BrokerCheck

Email Jeff