Investment & Retirement Planning

Investment & Retirement Planning

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Organize your finances today so you're prepared for tomorrow

Personal finance is complex and confusing. One of the most important decisions to make is finding the right advisor—someone who can help you define your goals, understand your options, and make the right choices. 

Investment and retirement planning is 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 Financial Planning Services team is committed to. The Financial Planning Services team offers expertise designed for medical professionals and the unique challenges and decisions they face throughout their lives. We believe that building the right portfolio starts with a solid understanding of our clients’ needs and goals, both now and in the future. And 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.

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.

Stats on Physician Finances

By age 55, over a third of physicians (36%) have a net worth greater than $2 million. A large physician survey conducted by a major investment firm found that physicians save 19.9% annually on average (combination of employer and employee contributions).

Medscape Physician Debt and Net Worth Report 2016

Investment & Retirement Planning Contact: Mike Edwards

Mike, LUTCF, focuses on helping physicians and dentists with insurance and investment planning. He joined COPIC in 1999 and has more than three decades of experience in helping clients identify the best options for their situation. Mike also speaks regularly to local residency programs and medical societies on financial issues.

Phone: 720.858.6289
Toll Free: 800.421.1834 Ext. 6289

Email Mike

Resources for Investment & Retirement