Copelin Financial

Wayne Copelin

Copelin Financial Advisors, Inc. specializes in independent and comprehensive financial planning for individuals and families. CFA is independent in that no proprietary investment instruments are used and there are no in-house, company products. CFA is comprehensive in that a client’s entire financial situation is considered in the initial planning process and in the ongoing advisory role, the rationale being that the components in an individual’s financial house – tax issues, investments, retirement strategies, risk management, and estate planning – are mutually interdependent.