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

Disability Income Insurance

How much Disability Income Insurance do you need?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

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