We offer our clients the same products and services we offer our families.
We can help you execute a comprehensive wealth-management plan.
Services:
- Comprehensive financial planning or single-issue planning.
- Education planning.
- Protection planning.
- Retirement income planning.
- Defined Benefit Pension and Social Security maximization strategies.
- Estate and legacy Planning.
- Legal planning¹.
- Tax planning².
- Business succession and protection planning. Workplace benefits planning (including retirement plans and small-group benefits).
Products - Investment Products
- Mutual funds.
- Exchange-traded funds.
- REITs.
- Structured notes.
- Stocks.
- Bonds.
- CDs.
- Cash alternatives.
- Annuities (variable and fixed).
Products - Insurance Products
- Life insurance.
- Disability insurance.
- Long-term care insurance.
- Home, auto and umbrella insurances.
Don't see what you're looking for?
Call us today at:
Pleasant Hill: 515-262-0858
Urbandale: 515-727-5433
Pleasant Hill:
5075 E University Ave., Suite E,
Pleasant Hill, IA 50327
Urbandale, IA, 50322
Copper Creek Financial, Daniel Brummel, Layne Brown & Greg Osby are licensed to sell insurance products in the following states: Iowa, Illinois, Missouri, Texas, & Oklahoma.
All products, coverages, and options are not available in all states, and eligibility requirements will apply. Products and services referenced in this Web site are provided through multiple companies. Each company has financial responsibility only for its own products and services and is not responsible for the products and services provided by the other companies.
There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.
These brief descriptions of coverages available are for illustration purposes only and are not intended as a statement of contract. For actual terms and conditions of coverage provided, refer to your insurance policy.
Registered representative of and securities offered through Securities Management and Research, Inc. (SM&R) Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Copper Creek Financial, SM&R, and BFC Planning, Inc. are independent entities. 19615 - 2020/1/7
Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.
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