By Elisabeth Dawson
Founder & CEO, Copia Wealth Management Advisors, Inc.
Picture this: you’re standing in line for a rollercoaster. The anticipation builds, the safety bar clicks into place, and then—whoosh—you’re off, plunging and climbing with no control over where you’re headed next.
Now let me ask you this:
Is that how you want your retirement to feel?
Unfortunately, for far too many Americans, that’s exactly what traditional retirement planning delivers: wild swings, gut-churning uncertainty, and no guarantee of where you’ll end up.
If you’re tired of the financial rollercoaster—and you’re ready for stability, security, and control—then it’s time to rethink your approach.
The Problem with Riding the Market
Traditional investment advice often treats market volatility as a necessary evil. “Just hang on,” they say. “The market always recovers.”
But here’s the truth:
- Volatility isn’t just stressful—it’s dangerous.
- Losses take longer to recover from than gains take to earn.
- And time is not always on your side.
Especially in retirement, when you’re withdrawing income from your accounts, market losses can quickly compound into a financial crisis.
What if, instead of white-knuckling your way through your golden years, you could create a path with predictable income, minimal surprises, and a sense of calm confidence?
That’s not wishful thinking. That’s what we do every day at Copia.
The Copia Approach: From Chaos to Clarity
At Copia Wealth Management Advisors, we believe retirement should be a time of relaxation, fulfillment, and freedom—not fear.
Our strategies focus on:
✅ Predictable income streams you can count on
✅ Contractual guarantees that don’t disappear in a downturn
✅ Minimizing unnecessary risks without sacrificing your lifestyle
✅ Clear, customized planning tailored to your goals
We don’t rely on luck. We rely on strategy.
With over 24 years of experience, I’ve seen what happens when people put their future in the hands of Wall Street. Some win… but many end up with less than they need—and more stress than they bargained for.
At Copia, we help you stop guessing and start knowing.
Peace of Mind Isn’t a Luxury—It’s a Choice
What would it feel like to:
- Know exactly how much income you’ll have every month?
- Stop worrying about what the market will do next?
- Sleep better at night, confident that your future is protected?
It’s not only possible—it’s what we help families in San Diego and beyond achieve every day.
Our clients often tell us the same thing:
“I wish I met you a decade earlier.”
Why? Because we show them a path that prioritizes peace of mind over potential chaos. A path that isn’t based on wishful thinking, but on guaranteed outcomes and proven strategies.
Start with Your Retirement Income for Life Blueprint™
If you’re ready to step off the rollercoaster and onto solid ground, we invite you to claim your complimentary Retirement Income for Life Blueprint™.
This isn’t a cookie-cutter portfolio review. It’s a personalized strategy built around your real-life needs, concerns, and dreams for the future.
🗓️ Schedule Your Free Consultation
📩 Claim Your Blueprint
Because retirement shouldn’t feel like a thrill ride.
It should feel like coming home.
Warm regards,
Elisabeth Dawson
Founder & CEO, Copia Wealth Management Advisors, Inc.
CA LIC #0C71264, #0G81294
Investment advice offered through Copia Wealth Management Advisors, Inc.
Copia Wealth Management Advisors, Inc. is a registered investment advisor.
