THE COPELAND GROUP

A Consulting and Accountancy Corporation & dba The Copeland Group Financial Advisors

THEIR IDEAL CLIENTS…

…are business owners or professionals who allow The Copeland Group to apply their expertise in reducing personal and business income taxes, counseling them in managing the profitability of their businesses and investments, planning for their financial independence and avoiding estate taxes in the transfer of wealth to the next generation and charitable interests.

THEIR VISION STATEMENT…

They seek to achieve financial independence for their clients that is consistent with the clients’ life goals. Partners and staff believe each client is an individual who is gifted with unique talents that require individualized financial programs and business plans to optimize the clients’ personal and business success. In order to achieve their part, all at The Copeland Group strive for quality by embracing a lifelong commitment to learning and an adherence to the highest technical and ethical standards.

NOT JUST AN ORDINARY CERTIFIED PUBLIC ACCOUNTING,...

but a practice that has become the trusted advisor to hundreds of business owners, professionals, and individual investment clients in tax strategies, tax preparation, business success and profitability planning, buying and selling of businesses, and planning for and assisting clients with the transition into retirement and achieving other life goals.

The Copeland Group is one of the fastest growing CPA firms in the Inland Empire and has an associated group, The Copeland Group Financial Advisors which is a fee-only investment advisor.

THE COPELAND GROUP FINANCIAL ADVISORS...

was started in 1998 and strives to provide tax reviewed, long term investment advice for clients seeking a high quality financial plan and investment strategy. This advice is for individuals, trustees of retirement plans, not-for-profit investment committees, and estates. All investment and financial plans are prepared and reviewed by a practicing CPA and an Investment Manager of The Copeland Group Financial Advisors. Working as a team, they are able to customize a portfolio to meet each individual’s investment and tax planning needs. Through sound investment and tax advice, clients receive expertise rarely found in the investment world. As a fee-only investment advisory firm, with no commission or compensation arrangements with the investment or insurance companies, clients have confidence the advice they receive is specifically what is best for them. They have rewarded that confidence by placing over $122,000,000 of assets under management at The Copeland Group Financial Advisors.

WITH A FULL RANGE OF FINANCIAL SERVICES,...

THE COPELAND GROUP assists businesses in forecasting and evaluating their financial condition, financing requirements, and the tracking of cash-flow sources and uses. They also help businesses and professional practices identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In additional to acting as a sounding board for management, THE COPELAND GROUP provides comprehensive, flexible strategies that address the issues affecting the clients’ businesses.

UNDERSTANDING A CLIENT'S BUSINESS IS KEY...

to evaluating the type of pension plan that will best serve the retirement needs of not only the business owner and professionals, but also the employees. Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals.

Structuring the purchase or sale of a business properly is a critical step in the process of establishing financial independence. Their competent staff has experience to guide clients through the acquisition/disposition process, addressing such issues as cash flow analysis and tax considerations. While their clients are accumulating their net worth, THE COPELAND GROUP will assist them in planning for their future so that they are better able to maintain their lifestyle after retirement while preparing for the transfer of wealth to the next generation.

TAKING CARE OF BUSINESSES...

has become more complex and stretches abilities, expertise, and resources of business owners, professionals, and managers and The Copeland Group and The Copeland Group Financial Advisors continue daily to simplify the process, assist in solving the problems, suggest new ideas, and be a safe haven for hard issues for their clients. The Copeland Group knows that earning the trust of their clients, giving advice effectively, and building long term business relationships allows their clients’ great peace of mind while achieving their life goals.