The Value of Having ​a Financial Advisor

Managing your money can be stressful. Whether you’re concerned about your finances, struggling to maintain a budget, or worried about saving for retirement, getting to your financial goals is easier with a little help.

Investors with comprehensive financial plans reported higher levels of well-being

Meanwhile, the value of having a financial advisor increases over time, as shown by the difference in household financial assets attributable to financial advice.

Advised households also save twice as much as non-advised households based on the % of their income.

At Copperfin, we strive to be

• Knowledgeable - We have the experts on hand to help you with everything from traditional banking and borrowing to more complex estate planning or protection needs
• Convenient - Our decisions are made locally, so you don't have to send it off to another office or contact in who knows where
• Personalized - We promote peace of mind by helping you create a plan specific to your unique financial situation
• Values-based - We offer Socially Responsible Investment (RI) options, so you can do well, while doing good
• Unbiased - Our role is to provide professional, unbiased advice about how to best achieve your financial goals

Contact an Advisor today for advice to move your financial life forward.