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4921 S. Alma School Road, Suite 17
Chandler (Phoenix), AZ 85248

Copper Canyon Wealth Management

480-248-6953

 

CCWealthView and Your Financial Future   

Today’s economic environment presents many challenges. Along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment, insurance, financial, estate or trust planning ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our wealth management practice and the foundation of our success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.   

Helpful Content

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

 

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Surprises

Making the most of surprises is a great reason to work with us.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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