If you’re thinking about retirement, investments, or your long-term financial future, Copperline Wealth Management & Planning provides clear, personalized retirement and wealth planning to help you move forward with confidence.
We work with individuals and families throughout the Big Horn Basin who want straightforward guidance, honest answers, and a plan they can trust.
Planning for retirement doesn’t have to be confusing. Whether retirement is years away or right around the corner, we help you understand where you stand today and what steps make sense next.
We focus on clarity, not complexity, so you can make informed decisions with confidence.
When you work with Copperline Wealth, your best interests always come first.
Both Sara Schauermann, CFP® and Luke McNeely, MBA, CFP® are Certified Financial Planner® Professionals, which means we follow a fiduciary standard. Our advice is:
We look at how your IRAs, 401(k)s, and other retirement accounts fit into your full financial picture—not just individual accounts in isolation.
Services may include:
All recommendations are tailored to your goals, timeline, and comfort level.
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.
Copperline Wealth proudly serves individuals and families throughout the Big Horn Basin and beyond. We understand the financial questions people in our community face and believe in building long-term relationships based on trust, clarity, and open communication.
If you’re thinking about retirement or want to know if you’re on the right financial path, we’re here to help.
Do I need a financial advisor to plan for retirement?
A financial advisor can help you understand whether you’re on track, identify gaps in your plan, and make informed decisions about savings, investments, and income, especially as retirement gets closer.
How much money do I need to retire comfortably?
The amount depends on your lifestyle, timeline, and goals. Retirement planning helps estimate what you’ll need and how to get there based on your personal situation.
What does a CFP® professional do?
A CFP® professional is required to act in your best interests, provide transparent advice, and follow professional standards focused on long-term financial planning.
Is retirement planning only for people close to retirement?
No. Retirement planning can be valuable at any age. Starting earlier often gives you more flexibility over time.
Can you help if I already have investments or a retirement account?
Yes. Many clients come to us with existing accounts and want help understanding how everything fits together and what adjustments may be needed.
Do you work with individuals and families in the Big Horn Basin?
Yes. We serve clients throughout the Big Horn Basin and surrounding communities and focus on providing local, personalized guidance.
307.586.1880
1517 Rumsey Ave
Cody, Wyoming 82414
