Copper Canyon Wealth Management

Wealth, Retirement and Estate Planning

Investment Management and Insurance Services

 

Trusting relationships are the foundation of our investment, insurance and financial planning practice. We are committed to fostering our relationship with your family, and in doing so, we will maintain the highest standards of integrity and professionalism.

Through a comprehensive and collaborative planning approach, we'll work in partnership to prepare a written financial plan designed to serve and protect the best interests of your family. From this foundation, we will implement appropriate investment, insurance and wealth management strategies to proactively address your goals and concerns. We will consistently provide detailed information and deliver exceptional service and products.

Addressing life's financial challenges and educating you about appropriate choices are what we do best as wealth management professionals. Our word is our bond. Our clients' interests always come first. We look forward to meeting and working with you.
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The LPL Financial Investment Advisor Representatives associated with this web site may currently only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, GA, MA, and VA. These Representatives are eligible to be registered in any of the fifty states. Please call their office at 480-722-0202 regarding your registration questions.

LPL Financial and Copper Canyon Wealth Management are independent entities. Securities, Financial Planning and Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. FINRA and SIPC websites are www.finra.org and www.sipc.org. Insurance products are offered through LPL Financial or its licensed affiliates. LPL Financial Planners offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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Newsletters

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

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