Copper Canyon Wealth Management Group

Wealth, Retirement and Education Planning

Investment, Insurance and Trust Services

 

Trusting relationships are the foundation of our investment, insurance and financial planning practice. We are committed to fostering our relationship with your family, and in doing so, we will maintain the highest standards of integrity and professionalism.

Through a comprehensive and collaborative planning approach, we'll work in partnership to prepare a written financial plan designed to serve and protect the best interests of your family. From this foundation, we will implement appropriate investment, insurance and wealth management strategies to proactively address your goals and concerns. We will consistently provide detailed information and deliver exceptional service and products.

Addressing life's financial challenges and educating you about appropriate choices are what we do best as wealth management professionals. Our word is our bond. Our clients' interests always come first. We look forward to meeting and working with you.
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The LPL Financial Investment Advisor Representatives associated with this web site may currently only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, GA, MA, and VA. These Representatives are eligible to be registered in any of the fifty states. Please call their office at 480-722-0202 regarding your registration questions.

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. FINRA and SIPC websites are www.finra.org and www.sipc.org. Insurance products are offered through LPL Financial or its licensed affiliates. LPL Financial Planners offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.
Calculators

Lease Interest

What's the interest rate on the lease you're considering?

Disability Income Insurance

How much Disability Income Insurance do you need?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

HOT TOPIC: Debating the Debt Ceiling

There has been substantial debate in Congress over raising the ceiling on the national debt. Although many Americans could be adversely affected if Congress decided not to increase the debt ceiling, this is unlikely to happen.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

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