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FAQ
(Main Content/resources)
... the stock and bond markets with the goal of maximizing total returns. How do you charge for your services? We offer four options: A set fee (for a specific service such as building a customized retirement ...
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Client Forms
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New Account Forms IAC Form New Account Application — Individual/Joint New Account Application — Retirement/Qualified New Account Application — Non-Individual Additional ...
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Retirement Planning
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Saving for retirement is a great idea, but do you know how much you really need to save? Addressing such practical questions is the key to making your dream retirement a reality—and that's where Copeland ...
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401k
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Since the early 1980s, 401(k) accounts have given retirement savers an important advantage: They allow workers to contribute a portion of their earnings without immediately paying income taxes. The tax ...
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IRAs
(Main Content/services)
Individual Retirement Accounts, or IRAs, allow individuals to save money while deferring taxes or, in some cases, avoiding taxes altogether. Since they were introduced, in 1974, numerous kinds of IRAs ...
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Welcome
(Main Content/main)
... strategies, trusted relationships and comprehensive financial planning. Our Services Include: Portfolio Management Retirement Planning Estate Planning Types of Investment Accounts we ...
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Our Clients
(Main Content/about)
Copeland Wealth Management provides advisory services for a wide range of clients, including: Retirees and retirement savers Widows, including military widows Professionals, including bankers, ...
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Why Copeland Wealth Management?
(Main Content/about)
... of your lifelong financial goals—including paying for college, saving and investing for retirement, and preparing to transfer assets to your beneficiaries. Understanding your objectives and determining ...
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services
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... process, we create and utilize a written personal investment policy statement to guide the investment selection, strategy and allocation. We advise our clients on retirement, investment, estate, education, ...