Shawn W. Copeland

Our practice focuses on doctors/dentists, partnership planning with dental practice owners, successful young professionals, and pre-retirees/retirees providing income distribution planning, estate planning, and tax strategies.

What we have experienced is that many people who have accumulated wealth, approaching retirement, are not fully aware of what is possible.  There is a major disconnect as it relates to accumulation planning vs. decumulation planning. By delivering insurance and investment solutions that reinforce each other, we can optimize outcomes for our clients, and Ernst & Young's research recently confirmed this planning strategy.  The two main factors in efficiency planning is the design of the solution and the company we choose.  We help individuals and business owners discover that comprehensive retirement income distribution planning is different than the planning strategies which were instrumental in getting them to retirement.  For example, creating more guaranteed income streams, ramification of a spouse needing extended care, a spouse dying and losing social security income at the same time they enter a single taxpayer status, etc.