Investment, Insurance and Wealth Management Services
In our role as LPL Financial Planners and licensed life, health, disability and long-term care insurance agents, we will help you to identify, plan and work towards achieving your goals, address your concerns and prepare for life's financial risks. Through our comprehensive planning process and the implementation of investment, education funding, retirement planning and distribution, wealth management and insurance strategies -- we will strategically prepare and position your family to meet their current and future needs. In your relationship with Copper Canyon Wealth Management Group, you will have access to a diversified portfolio of high quality products and services including:
Comprehensive Investment Strategies Retirement Income Distribution Strategies 401(k), 403(b), 457, Thrift Savings Plan Rollovers Fee-Based Asset Management and Financial Planning Retirement, Estate, Education and Business Planning Mutual Funds, Individual Stocks and Bonds Employer Sponsored Retirement Plans Variable and Fixed Annuities Alternative Investments Insurance Services Trust Services*
____________________________________________________________________________ *LPL Financial Planners offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial. 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. http://lplfinancial.lpl.com Insurance products are offered through LPL Financial or its licensed affiliates.
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