Investment Services

Proceed with confidence

At Copper Leaf Financial, we work closely with you on analyzing and coordinating your investments.  Our Investment Services include:

  • Retirement Income Planning (focusing on IRAs and 401(k)s)
  • Investment Planning and Implementation
  • College Education Funding
  • Proper Asset Allocation

 We offer a complete array of investment solutions including: 

  • Mutual Funds
  • Stocks
  • Bonds
  • Government Securities
  • Annuities (Variable and Fixed)
  • Private REITS
  • College Savings Plans
  • Life Insurance

Investment Advisory Services

You want to feel in control of your finances and be furnished with the right information to do so. This is where we can change the way you feel about investing and the overwhelming number of options out there. You will be furnished with a plan that acts as a roadmap when it comes to making investment decisions. We don’t just offer investment advice. You benefit from having a plan in place that facilitates the decision-making process when it comes to investing. In other words, does an investment you’re contemplating make sense when you consult your long-term and evolving plan? It’s that simple. You need a roadmap and we help provide it.