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OUR SERVICES

Empowering Your Financial Journey

At Copa Wealth Strategies, we offer a comprehensive range of financial advisory services to corporate executives and business owners. Our expertise encompasses cash flow structuring, investments, insurance, debt management, tax planning, and financial organization. Through advanced tools and tailored strategies, we empower our clients to make informed financial decisions and achieve their long-term financial goals.

FINANCIAL POSITION

PROTECTION PLANNING

  • Emergency reserves

  • Cash flow management

  • Debt management

  • Net worth statement

  • Lines of credit

  • Major purchase goals

  • Insurance audit

  • Life insurance

  • Disability income insurance

  • Long-term care insurance

  • Property & casualty insurance

  • Umbrella insurance

  • Medical/health insurance

  • Deductibles review

  • Beneficiary designations

  • Special needs situations

  • Inforce management/review

INVESTMENT PLANNING

  • Goals-based approach

  • Education planning

  • Asset allocation

  • Options/restricted stock/nonqualified deferred compensation

  • Ongoing investment fees

  • Risk tolerance

  • Tax implications/strategies

  • Timeframes

  • Diversification strategies

  • Dollar-cost averaging

  • Market timing issues

TAX PLANNING

  • Tax reduction

  • Tax deferral

  • Withholding review

  • Tax diversification

  • Qualified investments

  • Non-qualified investments

  • Effects of liquidation

  • Filing status

  • Business ownership

  • Non-traditional ownership

  • Asset location

RETIREMENT PLANNING

  • Savings strategies

  • Required minimum distributions

  • Qualified plan management

  • Medicare/Medigap

  • Social Security

  • Roth conversions

  • Retirement income strategy

  • Healthcare

  • Sequence of returns risk

  • Longevity risk

ESTATE PLANNING

  • Wills & Trusts

  • Living documents

  • Beneficiary designations

  • Wealth transfer strategies

  • Charitable planning

  • Estate equalization

  • Asset ownership

  • Succession planning

  • Special needs situations

  • Minor children

  • Generation skipping

  • Estate liquidity

Investment Planning

Investment Planning

Investment Planning

  • Goals-based approach

  • Education planning

  • Asset allocation

  • Options/restricted stock/nonqualified deferred compensation

  • Ongoing investment fees

  • Risk tolerance

  • Tax implications/strategies

  • Timeframes

  • Diversification strategies

  • Dollar-cost averaging

  • Market timing issues

  • Goals-based approach

  • Education planning

  • Asset allocation

  • Options/restricted stock/nonqualified deferred compensation

  • Ongoing investment fees

  • Risk tolerance

  • Tax implications/strategies

  • Timeframes

  • Diversification strategies

  • Dollar-cost averaging

  • Market timing issues

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