Elisabeth Dawson

Copia Wealth Management Advisors Inc.

retirement planning 92108, elisabeth dawson

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Helpful Facts When Planning For Retirement

 

Most Americans desire to retire at some point in their lives, but many don't know when to start saving and don't benchmark their retirement savings by age. In today's world of technology and resources, successfully planning for retirement can be achieved in a variety of ways. This list dives into a few facts about planning for retirement.

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We educate and empower our clients to make strategic financial decisions that create wealth from lost opportunity costs and expenses. We do this by “Finding the Money” and showing you where to put it to create your desired present life and future chapter in life “Retirement”.

  • Shift liability and risk from the client onto the financial institutions.

  • Gain new insight into how to help preserve assets from volatility.

  • Discover how to tap into assets without triggering taxes or penalties.

  • Balance tax deferred investments in concert with tax-free investments for greater tax savings and retirement income.

Elisabeth Dawson. President & CEO of COPIA Wealth Management & Insurance Services and Copia Wealth Management Advisors

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At Copia Wealth Management Advisors, Inc. operating under the fiduciary standard is part of our history, and has always been embedded in our investment approach. Our priority is to meet the needs of our clients and offer the best investment guidance to help them reach their financial goals.

Under the fiduciary standard, financial advisors have a legal obligation to put the best interests of the client ahead of their own when making investment recommendations. That means choosing the investments that best align with the client's objectives, and sharing all critical information with the client.

Work With a Fiduciary to Ensure You're Getting the Best Advice

retirement planning 92108, elisabeth dawson