Copperwood Financial, Inc. 745 McClintock Drive, Burr Ridge, IL 60527
About the Business
Copperwood Financial, Inc. is a finance institution located at 745 McClintock Drive, Burr Ridge, Illinois, United States. We specialize in providing customized financial planning solutions for entrepreneurs, medical professionals, and federal employees. Our Tax Freedom Roadmap helps clients define and achieve their business, financial, and estate planning goals.
At Copperwood Financial, your financial plan is the cornerstone of all our services. We use interactive financial planning software to collaborate with you as plans change. Our team can provide advice on entity structuring, employee benefits, risk management, and tax planning to help you focus on growing your business.
We use a disciplined investment process to create an investment strategy focused on after-tax returns. Our goal is to help you achieve your financial goals so you can sleep well at night. We specialize in optimizing Social Security benefits and helping you choose the correct Medicare options.
As financial planners, we evaluate your current and future tax liability to determine the best strategies for saving money and generating income in a tax-favored manner. Our estate planning services aim to avoid probate, minimize taxes, and ensure your legacy is transferred exactly as you desire.
As an independent firm, we have the freedom to serve you without being tied to specific products. We operate on a fee-based model, providing transparency into how we're compensated. Our fiduciary duty ensures that we always act in your best interest.
We specialize in working with entrepreneurs, business executives, medical professionals, and Federal Employees to provide advice on minimizing taxes, retirement planning, and asset transition. Contact Copperwood Financial, Inc. today to start planning for your financial future.
Photos
Location & Phone number
745 McClintock Dr Suite 308, Burr Ridge, IL 60527, United States
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"As a CPA firm we are always striving to get the best outcomes for our clients. Knowing that we are experiencing the same quality we like to provide to our clients is gratifying. Larry is intuitive, professional and entertaining individual. We will continue to use his services, and refer him as our top financial advisor."
"Larry Gatz is not my first financial advisor, but he has earned my trust and I see no need to look any further. Larry has always been available, takes the time to answer your questions, listens to your concerns, and most importantly delivers recommendations and investment strategies that meet your needs. I couldn’t be happier, and it is an awesome feeling to be able to be confident that my retirement will be well funded and comfortable. Appreciate everything Larry has done for us."
"Larry took the time to understand my broader goals and situation and with that insight is proactive in advising financial strategies and connecting to appropriate resources. He's a terrific advisor and pleasure to work with - Highly recommend!"
"Really great explanations, advice and guidance! Thanks Larry."
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