Rome Wasn't Built in a Day...
Plan Right And Your Wealth Will Be Here to Stay
Our firm is named after COPIA, the Roman goddess of abundance, prosperity, and riches.
COPIA is the source of the word copious and cornucopia, which mean abundance and plenty.
The city where our namesake comes from wasn’t built in a day. Its riches were built over millennia.
Building your own cornucopia will take more than a day too. But if you do it right… it will be here to stay.
We’re here to show you how with our retirement income planning in San Diego, CA.
Strategic Retirement Income Planning in San Diego, CA
Copia Wealth Management
& Insurance Services
As the retirement planners San Diego, CA depends on, we educate and empower our clients to make strategic financial decisions that create wealth from lost opportunity costs and expenses. We do this by “Finding the Money” and showing you where to put it to create your desired present life and future chapter in life “Retirement”. Our process for retirement income planning in San Diego, CA is unique to your own personal finances and experience.
- Shift liability and risk from you onto the financial institutions.
- Gain new insight into how to help preserve your assets from volatility.
- Discover how to tap into your assets without triggering taxes or penalties.
- Balance your tax deferred investments in concert with tax-free investments for greater tax savings and retirement income.
Copia Wealth Management
Advisors Inc.
The Stock Market is Legalized Gambling.
Do You Want to Gamble With Your Family’s Safety?
When you “invest” in an index fund, you may not be betting on individual stocks… but you’re still betting…
You’re betting on interest rates, inflation, the economy, global supply chains, geopolitics and the outcome of wars… and the absence or presence of pandemics.
Do you want to gamble with your family’s financial future betting on all these wild cards?…
Start Your Journey With Experienced Retirement Planners in San Diego, CA
When it comes to your finances, it’s crucial that you only trust those with credentials and experience. When you work with Elisabeth Dawson and her qualified team, you can feel confident that your individual financial situation receives the time, care, and attention to detail that it deserves. With 24 years of retirement planning experience under her belt, you can rest assured that Elisabeth Dawson has the knowledge you need to help you reach your goals.
