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:
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.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.