san jose, ca (I-Newswire) July 19, 2011 - CoPilot Financial Announces ‘Flight Plan’ Financial Planning Process
San Jose, CA – San Jose-based CoPilot Financial, a privately-held financial services firm focused on helping young families build wealth and reach their goals, today announced their ‘Flight Plan’ approach to financial planning. “Our 'Flight Plan' planning process helps you explore your desires and goals for the future and find an investment strategy to meet them,” said Mike Bergines, President and Founder of CoPilot Financial.
“We are totally committed to young families and those who want to build wealth to achieve their dreams - our customers have had an important role in the development of our services,” said Mr. Bergines. "We are members of young families as well – we know what life is like for you, and we understand your issues, concerns and desires.” One of the many ways Copilot reaches out to its customers is by accommodating their busy schedules and meeting with clients in the evenings and on Saturdays."
“We developed proprietary financial planning software for our Flight Plan service because the products out there don’t address the needs and questions of our customers. Today, young families are asking questions like: ‘When can I retire?’, ‘Can I work part time and spend more time with my family?’, ‘What do we have to invest to help our kids with their education?’, and ‘What goals can I plan for and achieve?’
Mr. Bergines stressed that he created CoPilot because the industry has yet to help those who can benefit the most from quality advice, and young families don’t have many options. Getting good financial advice is like getting a loan - if you don't need it, it's easy to get it; if you really could benefit from it, it's not that easy to find,” said Mr. Bergines in an opening statement. “Our customers tell us that when they work with us, they feel like 'big fish', At the discount brokers and the Wall Street firms, they question the quality of advice offered them and feel like no one really cares about their success.”
CoPilot Financial focuses on making the advisor relationship affordable and easy to begin. “Starting and working with us is easy - no new accounts are needed and you don't have to send us your money - you stay in control and we advise you”, said Mr. Bergines. “You are ‘flying the plane’ and we CoPilot!” Copilot Financial’s business model is distinctly different than the brokerage model and allows the company to offer high quality service at a reasonable price. “The partnership we have with our customers allows them to both take control of their future and save money,” said Mr. Bergines
CoPilot also stresses the advantages of their “flat-fee for service” pricing, especially for younger investors. "With our flat fee for services, you can be sure that we are aligned with what is best for you - whether you want to buy a house, invest in the markets, or invest outside the markets, we will advise you impartially,” Bergines continued.
When asked how their services were developed, Mr. Bergines from CoPilot provided a refreshingly straightforward answer. “Our customers led us to provide ongoing advice in three ways, depending on their needs and budget – Our 'Market Navigation' service helps you understand what types of investments are best for you over time, given the amount of risk you are comfortable taking and how the economy and the markets are changing. 'Investment Navigation' shows you specifically what to buy and sell over time to reach your financial plan goals. "Financial Life Navigation' gives ongoing, specific investment advice and answers your questions on any aspect of your financial life. Fees for ‘Navigation’ services range from $500 to $2,600 a year. A “Flight Plan” is priced at $1,500.
The world is changing rapidly and CoPilot Financial is positioning their clients to be able to change with it. To learn more about ‘Flight Plan’ financial planning from CoPilot, or their “Navigation” advisory services, visit their website at http://www.copilotfinancial.com/ or call 1-888-98-PILOT (888-987-4568).
Contact:
CoPilot Financial
560 S. Winchester Blvd, Suite 500
San Jose, CA 95128
1.888.987.4568 (1.888.98.PILOT)
info@copilotfinancial.com
About CoPilot Financial:
An Advisor Dedicated to You
We work with young families because we think we can make a difference in their quality of life, and we think this group of people needs and deserves a different kind of advisor. We want you to reach your potential as investors and as people, and we think quality, affordable advice can help. We want to expand your life and create more opportunity for you through financial success.
We’re not sure why young families have been left with so few options in their search for appropriate financial advice. People who work hard and want to succeed financially should never have trouble finding a partner. That’s why we founded CoPilot Financial.
I hope you will agree that CoPilot Financial has created a distinctly different financial advisory company that can help you sleep well, live better, and dream bigger.
Reach your destination.
Company Contact Information
CoPilot Financial
Mike Bergines
560 S. Winchester Blvd Suite 500
San Jose, CA
95128
Phone : 1.888.987.4568
|
