Customized Financial Solutions for Every Stage of Life
Canopy Capital Strategies was born from a vision to establish an honest and reliable financial services practice for communities everywhere.
We’re here for you.
It all begins with a goal. Maybe you want to launch a business. Maybe you’re planning to have children. Or maybe you’ve experienced a big change in life and need some financial guidance. Whatever it is, we’ll be here to guide you through it.
At Canopy Capital Strategies, we help you set your financial goals - and work with you to help you reach them.
How We Can Help
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Investments
Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
529 Plans
Variable Annuities -
Financial Planning
Retirement Planning
Tax Planning
401(k) & 403(b) Plans
College Education Funding
Wealth Management Services
Money Purchasing Planning
Profit-Sharing Plans -
Insurance
Disability Income Insurance
Life Insurance
Long Term Care
Individual Health Insurance
Group Health Insurance
