Copperwynd Financial

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Description

Our mission is to provide personal, caring and knowledgeable advice to help you clarify goals and realize dreams. We'll sit down with you and really get to know who you are and where you want to be. Together, we'll go over your current and long-term financial needs. That way, we can help you create a realistic, personalized financial strategy. We view each of our relationships in the context of a process that evolves over time. If your financial situation changes, we will always be ready to adjust your needs. Our primary commitment is helping you toward long-term financial success.

Dave Talks is a periodic discussion about important and timely topics that impact the world of economics, finance, investing, and the world around us. David Daughtrey is a Certified Financial Analyst and Certified Financial Planner. David founded Copperwynd Financial in 2005 and has worked in the investment industry for over 30 years.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

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