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Blog

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The Basics of Keeping a Balanced Investment Portfolio

Steve Coupe | Jul 5, 2021
Categories
Investments
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Business Owners’ Personal and Family Security Risks

Steve Coupe | Jun 28, 2021
Categories
Lifestyle
Risk Management
Mother and daughter cooking and laughing

Making the Most of Your Tax Return

Steve Coupe | Jun 21, 2021
Categories
Tax Planning
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Infographic: The Importance of Financial Goals

Steve Coupe | Jun 14, 2021
Categories
Finance
Lifestyle
Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Steve Coupe | Jun 7, 2021
Categories
Finance
Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.

Living the Dream: How to Plan for Your Ideal Retirement

Steve Coupe | May 31, 2021
Categories
Retirement
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Retirement

Steve Coupe | May 24, 2021
Categories
Retirement
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The Pros and Cons of Investment Apps

Steve Coupe | May 17, 2021
Categories
Investments
Technology
Woman writing in a paper planner with a pen

Retirement Calculator: Are You On Track to Reach Your Goals?

Steve Coupe | May 10, 2021
Giving an apple.

A Quick Guide to Planned Giving

Steve Coupe | May 3, 2021
Man sitting at a long table in front of a window. He is looking at his phone.

Passive Income Investments: How to Make Your Money Work for You

Steve Coupe | Apr 26, 2021
Paper report.

Know Your Credit Score

Steve Coupe | Apr 19, 2021

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Contact

9414 Ridgetop Blvd,
Suite 103
Silverdale, WA 98383

Stephen Coupe
Cell 360-271-8564
Office 360-698-6546
scoupe@copperfm.com

   

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Copper Financial Group, a dba of Clear Creek Financial Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Copper Financial Group, a dba of Clear Creek Financial Management, LLC unless a client service agreement is in place. Copper Financial Group provides strategies for estate and / or tax planning. These strategies do not constitute tax or legal advice. Consult legal or tax professionals for specific information regarding your individual situation.

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