COPIA FINANCIAL SOLUTIONS

Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers... I am in the business of helping my clients pursue all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success... I believe my approach can help you invest conservatively, potentially reduce your exposure to taxes, meet your insurance needs and provide a plan which strives to successfully transfer your wealth to your children and grandchildren.

Also known as: Copia Financial Solutions, Inc.

Primary location: Palatine United States