Copper Canyon Wealth Management Group

Wealth, Retirement and Education Planning

Investment, Insurance and Trust 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.
___________________________________________________________________________

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 Group 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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Car Affordability

How much can you afford to pay for a car?

Net Worth

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

More Calculators →

Newsletters

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

More Newsletters →