Copper Canyon LLC Investment Advisors
Located in the heart of Orlando providing Asset
Management and Financial Planning Services
How we are different than other Finance Professionals?
Our goal is to provide un-biased financial guidance to serve our clients best interests. We are held to a higher standard called “Fiduciary”. This means we must put the interests of our clients ahead of our own. It is the highest legal and ethical standard under US law. We are an independent firm, and we are following a fee-based business model. We never accept commission and we stand to gain nothing by purchasing or selling individual securities. We make the financial success of client’s our top priority.
We have the flexibility to tailor our services to our clients needs.
We’re fiduciary advisors, we always serve our clients best interests.
We won’t try to sell you commissioned products, we have no sales pressure.
We use advanced portfolio management strategies to mitigate market risk.
OUR CLIENTS SEEK OUR FINANCIAL GUIDANCE FOR THINGS LIKE:
- Advanced investment management strategies utilizing active stock and security selection
- Tax-efficient coordination of investment assets across various types of accounts
- Financial goal planning to help the prepare for major asset purchases such as a new home; car;children educational expenses
- Help you minimize lifetime tax liabilities through the coordination of different types of retirement accounts
- Knowing how they can retire, when they can retire, and if they actually have enough money
- Understanding and planning for long-term medical expenses into retirement after you no longer have employer benefits
- Specialized planning for Lockheed Martin salaried and hourly employees
- Investment management of Voya Performance Sharing Plan (PSP); Hourly Savings Plan (HSP); Salaried Savings Plan (SSP); and Capital Accumulation Plan (CAP)