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.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Assessing Portfolio Performance

The purpose of asset allocation and why it’s important for investors to have realistic performance expectations.

Focused on College Funding

The flexible features and tax advantages associated with 529 plans, as well as their impact on financial aid.

The Tax Treatment of Travel Expenses

Guidelines for business owners and self-employed individuals for writing off travel expenses when business and vacation time overlap.

Home-Sweet-Home Equity

Several ways in which homeowners might use home equity to help strengthen their financial positions in retirement.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck