Financial Planning for Individuals and Families
Our approach begins by understanding your complete financial picture. This includes your investment goals, risk tolerance, family dynamics, and long-term aspirations. By gaining a deep understanding of your life, our team can develop well-rounded strategies that are tailored to your specific needs, so we can adapt our recommendations as your life and circumstances evolve.
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Wealth Management
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Financial Planning
Wealth Management
We evaluate your risk tolerance and long-term goals to develop an investment strategy that adapts alongside your changing needs. Our experienced team creates diversified portfolios using open architecture and dynamic asset allocation, carefully selecting and monitoring investments that align with your objectives. As an independent firm, we have the freedom to choose from a wide range of investment options, ensuring recommendations are based solely on what best serves your interests. We build adaptable portfolios designed to evolve with market conditions.
Manage Your Investments with Purpose
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Portfolio Construction
Our team strategically builds a diversified portfolio that is aligned with your risk tolerance and investment goals.
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Investment Selection
As an independent firm, we can choose investments based on their quality and how well they fit into your long-term, personalized financial strategy.
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Ongoing Monitoring
We regularly review and adjust your portfolio to maintain optimal alignment with your objectives.
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Risk Management
Your portfolio receives continuous oversight to help manage risk through changing market conditions.
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Performance Reporting
Clear, regular reports keep you informed of your portfolio’s progress and any recommended adjustments.
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Regular Consultations
We will meet with you regularly to review your portfolio and discuss any adjustments needed.
“If You Fail to Plan, You Are Planning to Fail”
- Benjamin Franklin
Financial Planning
Using our proven planning process, our team provides holistic guidance to help you make informed decisions about your financial future. Our team helps address critical questions about retirement readiness, including Social Security timing, income planning, and long-term financial sustainability. Whether you’re approaching retirement or planning decades in advance, we create clear strategies designed to help you understand your options and make confident decisions about your future.
Bring Clarity to Your Financial Decisions
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Goal Setting
Our team helps you identify and prioritize your short and long-term financial objectives.
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Retirement Planning
We work alongside you to create strategies that will help you transition confidently from earning to retirement.
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Income Strategies
Where does your money come from? We’re here to help you create a budget during your earning years and optimize your retirement income sources.
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Estate Organization
Using our network of personally vetted professionals, we help coordinate your estate planning needs.
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Social Security Planning
We analyze timing options to help maximize your Social Security benefits.
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Risk Assessment
We evaluate potential challenges to your financial goals and develop mitigation strategies.
Experience You Can Trust
As an independent, employee-owned firm, we have the freedom to focus exclusively on what serves your best interests, without pressure to promote proprietary products or meet sales quotas. Our experienced team takes a truly comprehensive approach, considering every aspect of your financial life while collaborating with carefully vetted professionals who share our client-first philosophy.
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Client-Focused Approach
Objective guidance, aligned with your goals
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Boutique Service Model
Dedicated attention from an experienced team
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Holistic Approach
Plans that consider your whole life perspective
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Clear Communication
Expect regular updates and proactive outreach
Get Started Today
Complimentary Consultation
Contact our office to schedule an initial meeting with a member of our team.
Initial Plan Creation
Our team will create recommendations for your financial plan or asset management strategy.
Plan Execution and Monitoring
Once you are a client of Copper Harbor, we will be in communication about ongoing meetings and management.
Kickstart your financial planning
Use our interactive calculators to estimate retirement, savings, and investment strategies
Institutional Services for Businesses and Nonprofits
We partner with organizations to design and implement customized retirement plans that serve both high-level goals and employee needs, collaborating with leading investment providers to create optimal solutions. Our dedicated team provides ongoing support and education, ensuring employers and employees alike have the resources and guidance needed to make informed decisions about their retirement planning.
Retirement Planning Services
As your retirement plan partner, our team at Copper Harbor will help strengthen your organization through thoughtfully designed benefits that can enhance employee retention and satisfaction. Our team manages the complexities of plan administration, monitoring, and compliance, allowing you to focus on running your business.
We provide regular employee education and ongoing support, ensuring your team has the resources they need to participate effectively in their retirement planning. Through careful provider selection and plan design, we help create cost-effective solutions that align with your organization’s core values.
Your Retirement Plan Management Partner
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Plan Design and Implementation
We create customized retirement plans that align with your organization’s goals, culture, and budget.
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Provider Selection
We collaborate with leading investment providers to ensure optimal plan solutions.
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Administrative Support
Our team manages the plan details and compliance requirements.
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Employee Education
We provide instructional resources to help your employees make informed decisions.
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Dedicated Service
Your organization receives personal attention from an experienced account manager.
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Performance Monitoring
We regularly review plan effectiveness and recommend adjustments as needed.
Your Benefits Partner
As an independent retirement plan fiduciary, we have the freedom to design and implement a retirement package that truly serves your organization and employees. Our experienced team takes an all-encompassing approach to retirement plan management, from initial design through ongoing administration, while collaborating with carefully vetted investment providers who share our commitment to service excellence.
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Custom Design
Retirement plan tailored to your business or nonprofit
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Dedicated Support Model
Personal attention for administrators and employees
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Administrative Details
Thorough plan management and oversight
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Clear Communication
Regular updates and educational resources
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Provider Selection
Access to leading investment platforms
Get Started Today
Complimentary Consultation
Contact our office to schedule an initial meeting with a member of our team.
Initial Plan Creation
Our team will create recommendations for your organization’s retirement plan strategy.
Plan Execution and Monitoring
Once you are a client of Copper Harbor, we will be in communication about ongoing meetings and management.