Elisabeth Dawson is the founder of COPIA Wealth Management & Insurance Services, an organization that provides financial and insurance advising with education to achieve your desired wealth goals. Her organization's macroeconomic approach begins with a comprehensive evaluation of a client's “Wish List” and financial engineering strategies to achieve successful results with minimized risk. Unlike other traditional financial planning firms, COPIA Wealth & Insurance Services with Elisabeth as the President and CEO, educates and counsels her clients through every financial task and decision in your lives. Elisabeth specializes in working with entrepreneurs, small businesses, individuals, couples, families and multi-generational legacy families. Elisabeth's financial areas of expertise include: insurance, various investment strategies, income protection, tax mitigation strategies, and wealth accumulation strategies.
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Wealth By Design
by elisabeth dawson
Wealth By Design- Ways To Love Your Retirement
Wealth By Design: Do you find yourself working tirelessly, day in and day out, without feeling you are making any real progress toward improving your financial picture and achieving your dream retirement? What if you could start living your best financial life today, while still recognizing substantial progress toward your ideal future?
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