All we can say is, “Wow.” Your partnership in the last year has been incredible. Without you, we couldn’t do what we love most: financial advising, crunching numbers, and—most importantly—building relationships.
During this season of thanksgiving, we are grateful to work with such wonderful folks, both near and far. As a financial advisor in Cody, WY, near the beautiful Absaroka range, we also work with clients in a remote capacity. No matter where you live, we love serving our neighbors both locally and nationally.
Getting to know who you are while helping to plan for your financial future is what we love most about our industry. As fiduciaries, we’re committed to making financial decisions in clients’ best interests. But as people who are committed to doing our work with integrity, making decisions tailored to who you are as an individual is our goal.
This Thanksgiving, we’re highlighting four things the Copperline Wealth Management and Planning team is thankful for:
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- Our brand new location. In the summer of 2021, we had the privilege of securing a new office location in downtown Cody. Its quaint, homey, comfortable atmosphere provides everyone who walks in with a friendly and warm experience. Visit us and see for yourself!
- Getting to work with such incredible people. We know we already said this, but it’s the absolute TRUTH. Building relationships is our team’s favorite part of what we do. You are the reason we’re here, and we love hearing your stories, learning about your goals, and getting a grasp of who you are as an individual.
- Serving as a financial advisor in Cody, WY. Can we pause for a moment and talk about how lucky we are to live and work in this beautiful town? With the Absaroka range in the distance, Yellowstone just 50 miles away, and some of the finest people around, we are thankful to call Cody home. And if you’re a remote client reading this, consider making this your next place to vacation.
- Overall, we’re thankful for you. Whether you’re a client, partner, friend, or someone who is thinking about working with a financial advisor in Cody, WY, you’re why we’re here. We are grateful.
We’re Here to Help
If you’re unsure of what working with a financial advisor in Cody, WY looks like, here’s a bit more information about what we do. By helping clients plan for life events that have an impact on their financial futures, we provide clarity on complex issues and form a pathway forward.
Our team can help you with questions like:
- What does my retirement look like?
- How much will college cost for my children?
- Do I have enough saved to retire?
- How do I set up a 401k?
- How do I protect my inheritance/invest my inheritance?
- How do I leave a legacy for future generations?
Learn more about Copperline Wealth Management and Planning
Your financial future is important and something that should be prioritized. As a people-oriented business, it’s Copperline’s commitment to providing wholesome financial advising strategies for every season.
For more resources about financial planning, check out our other articles on our website and follow us on Facebook. If you’re interested in learning more about financial advising services in Cody, WY, or wherever you’re located, we encourage you to reach out to our team.
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Interested in learning more about working with a financial advisor in Cody, WY? Check out our recent article, “Importance of Financial Planning: 7 Steps to Success.”
Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual.
