Big Credentials,
Small Town Feel.
How a CFP® Professional Can Help You
When it comes to your financial security, it’s all about partnering with someone who is committed to putting your interests first. CERTIFIED FINANCIAL PLANNER® professionals have attained the standard of excellence in financial planning by meeting education, experience and ethical standards, and as part of their certification, they have made a commitment to CFP® Board to serve your best interests today to prepare you for a more secure tomorrow.
- Retirement Planning – Make sure you and your nest egg are ready for your later years.
- Tax Planning – Get ahead of tax season and potentially limit your tax liability.
- Investing – Fine-tune investment strategies to enable a brighter financial future.
- Debt Management – Take control of your credit and debt through careful planning.
- Insurance Planning – Get informed on the types of insurance that can provide the coverage you need.
- Estate Planning – Ease the burden on loved ones who may have to make decisions about your health or finances, and protect your beneficiaries.
Your Interests Should Come First
When you hire a CFP® professional, you are hiring a trusted advisor who has committed to CFP Board to putting your interests first. That’s because as part of their certification, a CFP® professional commits to acting as a fiduciary—which means acting in your best interests at all times when providing you with financial advice and financial planning services.
Schedule an appointment at Copperline Wealth Management & Planning for a complimentary review of your investments.
What Makes a CFP® Different
Whether you are seeking one-time advice or a more holistic roadmap for your financial future, a CFP® professional is your trusted guide in the process.
Education
CFP® professionals have the knowledge required to deliver holistic financial planning services, and they must fulfill continuing education requirements.
Exam
CFP® professionals must pass the CFP® exam, which tests their ability to apply financial planning knowledge to real-life situations and ensures that they are highly qualified to help you plan for your financial future.
Experience
CFP® professionals have at least 2 years of real-life experience providing financial planning services.
Ethics
CFP® professionals commit to follow a code of ethics and standards set and enforced by Certified Financial Planner Board of Standards, Inc. (CFP Board). They can receive sanctions for not abiding by them, and even risk losing their certification.
Contact.
307.586.1880
Located in Cody, Wyoming
1517 Rumsey Ave
Cody, Wyoming 82414
View our Client Relationship Summary
Sara Schauermann and Luke McNeely are Registered Representatives with and Securities offered through LPL Financial member FINRA & SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management, Copperline Wealth Management & Planning, and LPL Financial are separate entities.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, ID, KY, LA, MI, MT, NH, NY, NC, ND, PA, TX, UT, VA, WY.