Opinions expressed herein are solely those of Copia Wealth Management Advisors Inc. and our editorial staff. Material presented is

believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail

with your individual financial professional prior to implementation. 

Investment advice offered through Copia Wealth Management Advisors, Inc.

Copia Wealth Management Advisors, Inc. is a registered investment adviser.

Elisabeth Dawson, RFC, LUTCF

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FUN FACTS

57%

Investors

57% of investors have not set financial goals.

67%

People

67% of people have no financial plan.

77%

Gut Instincts

77% of investors are making decisions on gut instinct.

20%

Investment

Knowledge

20% of investors claim that their investment knowledge is very strong.

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