Do You Know The Key To Never Outlive Your Money?
With over 30 years of experience, Copley Financial Group, Inc. has helped people like you build a future centered around the things that matter the most to you.
The Traditional Way Of Investing Is Not Enough
Your financial life is not about the stock markets and dividends. It’s about you and your family. Your priorities at every stage of your life. We will help you find a customized approach to help you make your goals a reality, your plans an actuality, and overcome challenges along the way. Let’s start by exploring your life priorities.
Fiduciary
We’re Bound Legally & Ethically To Act In Your Best Interests
Independent
We Always Offer The Product That Is Best For You, Period
Fee-Based
Through Integrity & Trust, We Enhance The Value Of Our Professional Advice
Why Work With Us?
Working with the help of a Financial Planner can potentially bring an annual median return increase close to 3.5% than if you do it on your own? This difference can have a meaningful impact on wealth accumulation over time. For a 45-year old person working with the help of a Financial Planner it could translate to 79% more wealth at age 65¹.
Median Return
¹²Help in defined contribution plans by Aon Hewitt
Contact Us
We believe no one should have to worry about the financial security during this stage of life. Therefore, we offer complimentary retirement planning consultations, give you advice, and show how we can help find a strategy that is appropriate for you.
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