Copper Canyon Wealth Management has partnered with Finance Logix® to provide our clients with a comprehensive, sophisticated and interactive financial planning platform.
Through the Advisor Portal we will review and address your personalized investment strategy (asset allocation), cash flow, education, estate, income, insurance, retirement and social security planning needs. Your personal planning results will be reviewed through the interactive plan technology and/or through the use of printed reports.
The Client Portal delivers each client an enhanced user experience and an effortless way to consolidate and aggregate all account data (investments, liabilities and cash value life insurance) and easily share the information with their advisor. Dynamic slider technology allows the client to address an unlimited number of "what if” planning scenarios. Additional
client tools, including access to a secure document vault and the Retire Logix mobile app, are identified in the graph below.
Call our office today to learn how we can assist your family in implementing a comprehensive planning, investment management and insurance services strategy.
Reference this web page for a complimentary six month trial of our Finance Logix® financial planning platform.