Jackie Mercier
At Copper State Planning, we believe that people deserve the tools to protect their hard-earned money from potential misfortunes and oversights. If you’ve accumulated significant wealth over your lifetime, you can bet there are a million ways to lose it. We’re here to make sure that doesn’t happen.
After a thorough analysis of your finances, we’ll create a comprehensive asset protection plan that addresses your estate, your business and your legacy.
Death and taxes are the only sure things in life. While tax planning is not beneficial to the vast majority of Americans, if you are a business owner, high earner, or super saver tax planning may save you thousands or even millions of dollars.
- Specialties: Estate Planning, Tax Planning
