Personal Financial Planning

As tax legislations change from day to day, on an even more rapid scale than the past, it is essential that experienced personal tax advice be offered to high net worth individuals, owner-managers of businesses and corporate directors and executives. Additionally, such individuals also need to develop a sound financial plan to maintain their personal and family wealth and the value of their estates.

At Copetti & Co., our professional advice on the complete spectrum of tax concerns that can affect you will help you make the right decisions, at the right time. At Copetti & Co., we draw on advanced technology and experience when advising clients with private wealth. Not only can we can help you define your financial goals, but we can also design strategies to achieve those goals and set the plan in motion.

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor structure an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.