You have a vision for your retirement. But developing financial strategies, choosing investments and maintaining them throughout retirement are things many people just don’t feel qualified to tackle. Fortunately, help is at hand. At Copeland Financial we can give you a holistic view of the process, help you plan and play an active part in your financial strategy. We can give you a better understanding of how everything works — giving you more control over your money.


Finding the right fit



Choosing a good financial advisor isn’t always easy. You’ll want to do more than just take a recommendation from a friend or relative. Once you’ve found some prospects, you’ll need to conduct an interview. After all, you’re hiring Copeland Financial to help you manage your future financial well-being. We want you to thoroughly understand our approach to financial planning. Ask questions like: Do you take a holistic view or focus on specific objectives? What are your qualifications and professional credentials? How are you compensated? Like many financial professionals we have an alphabet soup of letters behind our names which shows our dedication to being the best we can be.



Why Copeland Financial and Voya Financial Advisors?



Voya Financial Advisors have already done most of the vetting for you. With Copeland Financial, you know you’re getting a qualified professional who is thoroughly familiar with all kinds of retirement products and services, able to offer well-informed advice and make educated financial decisions on your behalf. You’ll build an ongoing, one-on-one relationship as we get to know you and your situation, and we can work together to tailor financial advice specifically to meet your needs. Copeland Financial will assist you as much or as little as you want and you’ll have direct access via phone and email. It’s the kind of close relationship you need to best meet your goals. 



Guidance is good



At Copeland Financial we can take a look at your existing retirement accounts and your life insurance needs and help you come up with a plan that makes the most sense. If you’re on the right track, we can help reaffirm your choices and make suggestions to further your investments. If you haven’t gotten that far, we can help you create an organized, thought-out plan. Most importantly, Copeland Financial can help you gain an understanding of the entire process. And when you do, you’ll be able to make the appropriate decisions about what to do with your money.