About

Elisabeth has been a financial advisor for over 28 years. She is passionate about her faith and is a comprehensive, holistic financial planner, fiduciary, money coach, author, educator, public speaker, mentor, wife, mother, grandmother, volunteer, cook, fine wine connoisseur, and best friend to many. She is the founder of Copia Wealth Management & Insurance Services and Copia Wealth Management Advisors Inc., organizations that provide comprehensive financial advising, retirement strategy, and holistic financial planning by educating clients to make informed decisions and achieve their wealth goals. Her advising philosophy focuses on protecting the family first, including estate planning and wealth accumulation to reach net income goals in retirement.

Elisabeth is a focused retirement lifetime income planner who prioritizes net income and cash flow for her clients.  The goal is to achieve peace of mind without the fear of running out of money and keeping up with inflation as long as they will live. Elisabeth specializes in creating tax-mitigation strategies for business owners and high-net-worth individuals & families to keep the money they have worked so hard for vs. giving it away to taxes. All while projecting out the future outcome of what those saved tax dollars can be expected to receive in retirement. Elisabeth is the author of “Wealth By Design: Ways to Love Your Retirement,” and “Retirement By Design.” She has also created a Financial Planning Course that follows the book, Wealth by Design, for the “do-it-yourselfers.” Elisabeth has also written many other publications, hosted her own podcast in the past, and been a guest on many others.