ABOUT MANNY MARTINEZ
Owner of Copa Wealth Strategies
Featured on YahooFinance, NBC, ABC, Fox, Digital Journal, MarketWatch Benzinga, and Bloomberg for my work as a business advisor and financial planner.
As a financial advisor, I help business owners and corporate executives lower or eliminate certain taxes over their lifetimes so they can build fully protected wealth that will impact future generations.
A few things that make me and my firm unique are:
🎯My 35 years of experience and training in financial services
🎯Our unique Client Experience Model
🎯Our ability to work with Spanish-speaking clients
My clients come to me when they want to:
✅Plan a retirement or business exit that includes guaranteed income that will never run out
✅Grow their money while understanding and managing risk
✅Reduce or eliminate taxes now and throughout their lives
✅Protect their hard-earned money from financial risks
The financial landscape has changed and my clients are tired of putting their energy into:
❌Outdated savings and retirement strategies
❌Risking all their hard-earned savings in the market and traditional retirement accounts
❌Letting future tax rates dictate their retirement savings
❌Worrying about what happens to their business and/or family if something unexpected happens
Within just a few short weeks of working with me, clients can:
🎯Stop worrying about the stock market
🎯Get a cash flow plan that will maximize savings
🎯Get all of their financial documents organized in a secured digital vault
🎯Protect their business and family by implementing strong risk mitigation strategies
🎯 Spend more time focusing on the things they enjoy and that truly matter
How can I come alongside you and help you feel more confident in your business and your career?
You’re not in the business of analyzing mutual funds, figuring out employee benefits, building portfolios, or tracking investments. Yet you spend a lot of your time worrying about your accounts and whether they are invested correctly instead of spending time enjoying the things that matter most to you. I can be your business and financial “easy” button.
That’s where I come into play.
I am here to relieve your stress and simplify your financial life.
If you’re ready to challenge traditional thinking and take a better approach to managing your business and personal wealth, then I invite you to send me a message here on LinkedIn or schedule an introductory call so we can chat about your specific needs.