407-864-2702 Ccanyonllc@gmail.com

WE ARE YOUR INVESTMENT AND FINANCIAL PLANNING EXPERTS

WHY CONSIDER COPPER CANYON FOR YOUR FINANCIAL PLANNING AND INVESTMENT MANAGEMENT?

All financial advisors are not created equal. Some focus on you and your goals, others focus on themselves and their commission check. When your advisor is advocating for you and a mutually beneficial relationship develops, that is the best way to enter an advisory relationship.

“There are massive differences in financial advisors. Some work for their bottom line and others work for their clients bottom line”

WHY CONSIDER COPPER CANYON FOR YOUR FINANCIAL PLANNING AND INVESTMENT MANAGMENT?

Give Us A Call! 407-864-2702

Other “financial advisors”

The “standard of care”

The vast majority of financial advisors settle for a “suitability standard of care”.

The responsibility

“Financial advisors” paid by their employer to sell you insurance and investment products.

The focus

The products which pay commissions and fees and often offer other hidden perks and benefits.

The compensation

Paid commissions, perks, benefits and fees by brokerage firms or insurance companies to sell you financial products.

The investments

Expensive commissioned products and higher fee solutions. Higher costs and expenses directly affect your returns.

The employer

Wall Street insurance and investment companies.

Copper Canyon LLC

The “standard of care”

We embrace our fiduciary responsibility to our clients (and put it in writing!) just like your attorney, accountant or doctor.

The responsibility

Fee-Only CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® focused on your financial planning and investment management needs.

The focus

The comprehensive process which accomplishes what you value most!

.

The compensation

Compensated fees only from clients (asset based, hourly or project)

The investments

No-load investment solutions. Lower costs and expenses directly benefit your investment performance and help you achieve your goals more efficiently.

The employer

As independent advisors, our clients employ us.

Other “Financial Advisors”

Copper Canyon LLC

 

The “Standard of Care”

 

The vast majority of financial advisors settle for a “suitability standard of care”.

 

The “Standard of Care”

 

We embrace our fiduciary responsibility to our clients (and put it in writing!) just like your attorney, accountant or doctor.

 

The Responsibility

 

“Financial advisors” paid by their employer to sell you insurance and investment products.

 

The Responsibility

 

Fee-Only Investment Management and Financial Planner and Fiduciary focused on your investment management and financial planning needs.

 

The Focus

 

The products which pay commissions and fees and often offer other hidden perks and benefits.

 

The Focus

 

The comprehensive process which accomplishes what you value most!

 

The Compensation

 

Paid commissions, perks, benefits and fees by brokerage firms or insurance companies to sell you financial products.

 

The Compensation

 

Compensated fees only from clients (asset based, hourly or project)

 

The Employer

 

Wall Street insurance and investment companies.

 

The Employer

 

As independent advisors, our clients employ us.

 

The Investments

 

Expensive commissioned products and higher fee solutions. Higher costs and expenses directly affect your returns.

 

The Investments

 

No-load investment solutions. Lower costs and expenses directly benefit your investment performance and help you achieve your goals more efficiently.

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