For nearly a decade, Ray Copeland has been blessed with the opportunity to counsel and guide individuals across the nation. His area of expertise lies in helping those approaching or currently in retirement to create a plan that enables them to live out their golden years without the constant worry of their finances.
Ray has a strong conviction that the financial services industry has let down retirees today by relying on outdated strategies that are no longer effective in the rapidly changing times we live in. To ensure the best possible outcome in good and bad markets, Ray prefers using planning strategies that integrate math and historical data. His plans aim to provide retirees with a balance of risk reduction and growth, lifetime income that cannot be outlived, tax reduction strategies, and legacy plans to optimize what is left behind for loved ones.
This unique approach ensures retirees can live a stress-free life, regardless of market cycles and other unpredictable variables. Every retiree deserves to “Don’t Worry, RETIRE HAPPY!” and Ray Copeland is dedicated to making this a reality for each and every one of his clients.