top of page

C.W. Copeland (The Ph.D. in Money)

100 Hartsfield Center Parkway; Suite 500
Atlanta, GA 30354

Phone:

404.567.3275

Fax:

404.602.9675

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

lifestyle management advisors

It has long been said, "if you fail to plan, then you plan to fail."  I would hate to see anyone fail financially, especially when there are competent advisory services available to offer guidance and direction. That's where I come in! My goal as a financial professional is to serve as your personal CFO and help you plan for financial security.  I cannot determine your financial goals for you, but I can certainly help you establish a roadmap to accomplish those goals and to make wise decisions to help improve your financial situation.

There are no magical solutions to building wealth, therefore, I teach fundamental principles to help my clients accomplish all of their financial goals.

Explains how future tax rules may impact deductibility of charitable donations.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

The One Big Beautiful Bill Act includes many provisions that affect higher education.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Reviews annual enrollment dates and options for Medicare participants.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

This calculator is designed to help you attach a dollar figure to your life’s work.

How much Disability Income Insurance do you need?

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

How Long Will It Take to Pay my Balance?

bottom of page