Planning for Retirement? Start With a Strategy, Not a Guess

Many people spend years focused on growing their investments, but retirement is about much more than account balances.

Questions like:
• Will my money last?
• When should I take Social Security?
• How do taxes affect my retirement income?
• What happens if the market drops?

These are the types of questions fiduciary financial advisor Elisabeth Dawson helps San Diego families address every day.

With more than 28 years of experience, Elisabeth helps individuals and families create retirement income strategies designed around their goals, lifestyle, and long-term financial confidence.

📍 San Diego, CA
📞 (619) 640-2622

Learn more:
https://www.elisabethdawson.com/services/fiduciary-san-diego/

Investment advisory services offered through Copia Wealth Management Advisors, Inc. This advertisement is for informational purposes only and is not intended as investment, tax, or legal advice.

CA LIC #0C71264, #0G81294
Investment advice offered through Copia Wealth Management Advisors, Inc.
Copia Wealth Management Advisors, Inc. is a registered investment advisor.