We believe aligning with LPL Financial and Financial Advocates Investment Management will allow our team to provide the best service possible. We offer wealth planning and investment services, retirement income and distribution planning, tax reduction planning, and family wealth planning. Read more below on how our financial planners and fiduciaries can help you plan for your future.
Wealth Planning & Investment Services
With a focus on your wellbeing, our team will work with you to design a wholesome wealth management plan that aims to grow and protect your assets. As financial advisors committed to our fiduciary duty, we will make specific recommendations on investments in advisory accounts that are dependent on who you are as an individual. No matter your financial background, the amount in your portfolio, or where you are located, the Copperline team is here to help.
Retirement Income & Distribution Planning
Setting yourself up for retirement starts now. When it’s your turn to enter into this new phase of life, it will be important to make sure you are set up for success. That way, when you’re no longer working full time, you will have the opportunity to live comfortably. Our team of financial advisors will work to develop tailored retirement and distribution plans that will be ready for you when it’s your time to retire. If you’ve already entered into retirement and have questions about your month-to-month expenses, or just need some extra guidance, it’s not too late! Our team of advisors can help you make decisions that are specific to your retirement goals.
Tax Reduction Planning
Every service offered at Copperline is based on our clients’ unique financial backgrounds and circumstances. Tax reduction planning is an essential part of what our financial advisors do, as taxes are a large part of wealth management. Our team believes in having a deep understanding of each client’s situation and collaborates with tax professional partners when needed. By incorporating this into your overall financial planning, you’ll receive a higher level of care and be provided with the education and guidance necessary to be tax efficient. This will help keep more dollars in your pocket and maximize your ability to contribute to investments and retirement plans.
Family Wealth Planning
Providing for your family is an essential part of life. While carefully planning your individual finances, considerations for future generations is also a priority for many of our clients. If family wealth planning is something you value and would like to pursue, the financial advisors at Copperline will work to ensure this is part of your overall wealth management plan.
LPL Financial
We’ve aligned with LPL Financial as its broker-dealer in order to maximize the value we can bring to our clients. As the nation’s largest independent broker-dealer*, LPL Financial provides the flexibility, utility, and credibility that we feel our clients deserve. With industry-leading tools and no allegiance to any particular product, this partnership allows our advisors to be completely objective in the investment vehicles they recommend while also enhancing their ability to keep their clients informed and engaged in their finances.
LPL Financial is one of the leading financial services companies and the largest independent broker-dealer in the nation*. For more than two decades, LPL Financial has served as a strategic partner in supporting financial advisors in their goals of growing and protecting their clients’ wealth. LPL Financial maintains a focus on reducing the complexity of running a financial services practice so advisors can focus on what they do best—helping their clients conquer their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a valuable mix of services and tools such as:
· Enabling technology
· Comprehensive clearing and compliance services
· Practice management programs and training
· Independent research
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. For more information about LPL Financial, visit www.lpl.com.
* As reported in Financial Planning magazine 1996-2020, based on total revenues.
The Team Approach
We employ a team approach in managing client portfolios and the portfolio management team is formally referred to as the Investment Committee. The Investment Committee is responsible for security selection and portfolio construction within the confines of our investment process and in accordance with the client’s investment objectives and guidelines. This team-approach to management helps to ensure that clients receive truly comprehensive advice and solutions for their unique objectives.
View our Client Relationship Summary
This information is not intended to be a substitute for specific individualized tax advice. LPL Financial and Copperline Wealth Management & Planning do not provide tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
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.