Copeland Financial | Financial Planning | Findlay, OH

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    Starting the Conversation

     

    Our process is one long-lasting conversation. The dialogue will change over time as your life evolves, but our conversation—and our commitment to our relationship—is ongoing.

    Our Array of Services

     

    We start with a conversation. Once we identify your goals, we can create a plan that is personalized to your needs. Your specific plan may include the following strategies:

    ​See Our Services

    Experienced and Caring Team

     

    Our team of professionals is committed to the highest standards of ethics and education in our industry, so we bring you innovative, knowledgeable, and caring guidance.

    jim-copeland

    Jim Copeland,
    AIF®

    larry-copeland

    Larry C. Copeland,
    ChFC®, CLU®

    cathy-stratford

    Cathy Stratford

    kathy-natal

    Kathy Natal