Financial Planning Services
Everyone has different goals, circumstances, and plans when it comes to growing and maintaining your finances. Whether you’re saving for the long term or short term, financial planning plays an important role in making your goals a reality. Our team’s client-centric approach is engaging and active, with ongoing monitoring of your ever-changing financial world. Utilizing a comprehensive process, we focus on the effective use of insurance and investments to preserve and grow your assets.
Since we work primarily with physicians and other healthcare professionals, we understand the unique financial challenges you face—from your first years in medical residency to when retirement is just around the corner. Because we are not tied to any insurance or investment company, our recommendations are based on extensive research allowing us to be an advocate for each client’s financial goals. And as employees of Copic, you can also count on a commitment to provide unparalleled customer service and objective, trusted advice that draws upon our experience.
Jeff Feakes
Account Executive, Financial Planning Services
Jeff has over 15 years of experience working with healthcare professionals, enabling him to create a blueprint for their personal and business success. His approach covers a range of areas, including debt consolidation, insurance coverage, and financial planning. Jeff believes a "one size fits all" approach does not work when it comes to managing finances and tailors his plans to meet the needs of each client.
Aaron Jensen, LUTCF, Business Development Coordinator
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Jeff Feakes offers securities and Aaron Jensen offers securities and investment advisory services through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.