Business Owners & Self-Employed Individuals

Business owners and those who are self-employed have unique planning considerations.

Copper Leaf Financial can help you develop personalized strategies and a comprehensive financial plan – A big picture plan that acts as a roadmap to reach your personal and business goals.

Everything we do is based on a simple fiduciary promise: to do what’s right for you, your company, and your employees, no matter what.

Every business is unique, with its specific challenges and opportunities. We help you explore strategies, understand their implications, and choose the ones that are right for you. We then work with your team of professionals (lawyers, insurance professionals) or bring in those from our own network when appropriate to implement those strategies.