Geoff Koepp
Financial Advisor Planner CRPC

Atlas Planning & Wealth Mgt.

Categories:

Websites:

• http://www.linkedin.com/in/geoffkoepp

I work with clients to holistically approach their finances. Too often we only work with specialist in one area and don't realize what opportunities we are missing right where we are. Are you coachable? Are you willing to learn? Are you to busy to really focus on what needs to be handled financially? Are you confused and don't know what steps to take next? Afraid you'll make a big mistake with your money and ruin your future? Let's visit and see what we can do to impact that!

As a financial planner, I believe success should be measured not just...[more]

I work with clients to holistically approach their finances. Too often we only work with specialist in one area and don't realize what opportunities we are missing right where we are. Are you coachable? Are you willing to learn? Are you to busy to really focus on what needs to be handled financially? Are you confused and don't know what steps to take next? Afraid you'll make a big mistake with your money and ruin your future? Let's visit and see what we can do to impact that!

As a financial planner, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Areas of Focus Helping your CASH work harder for you! Retirement Planning Counseling 401k strategies.
Investment Advice Income Tax Planning Strategies Retirement Planning and Income Strategies Small Business protection and insurance Individual and Biz Succession planning Charitable Giving Saving for Education Asset Allocation Employee Stock Options General Financial Planning Retirement Income and Pension Maximization [less]

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  From Paul Sweum

  Given on Tue May 12, 2009.

  Geoff, your passion in what you do really shines...you did a great job today of letting the conversations this morning...[more]

  Geoff, your passion in what you do really shines...you did a great job today of letting the conversations this morning take their own course. While it's a bit experimental, I think you've dialing into a void that's begging to be filled ~ a forum that embraces conservative views and allows those voices to be heard. I see it as a path of discovery to establish a new direction for the future. Keep the drive alive, and thanks for including my buzzy Indy brain!   [less]
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  From Gina DuVall

  Given on Fri Sep 19, 2008.

  Geoff is such a joy to work with. He is a great listener, which I think is key for a...[more]

  Geoff is such a joy to work with. He is a great listener, which I think is key for a financial advisor. I've learned a lot from him and I can say as a woman who manages her own finances and sometimes feels like she has some dumb questions, it is easy to ask Geoff anything. He also has a unique approach to working with his clients that really centers around empowering them to reach their goals.   [less]