Let Your Dreams Take Flight
Trusted financial guidance to help you face life’s transitions with greater confidence.
Starting the Conversation
Our process is one long-lasting conversation. The dialogue will change over time as your life evolves, but our conversation—and our commitment to our relationship—is ongoing.
Education and Trust
Our roots are in education because our firm was founded by a teacher and coach. We’re committed to providing financial education to help you better understand your options and make more informed financial decisions.
Our Array of Services
We start with a conversation. Once we identify your goals, we can create a plan that is personalized to your needs. Your specific plan may include the following strategies:
Experienced and Caring Team
Our team of professionals is committed to the highest standards of ethics and education in our industry, so we bring you innovative, knowledgeable, and caring guidance.
Jim Copeland,
AIF®
Larry C. Copeland,
ChFC®, CLU®
Cathy Stratford
Kathy Natal
Connect With Us
