Coppertree Financial Planning (“Coppertree Financial Planning”) provides investment advisory services through Uptick Partners, LLC, a Registered Investment Adviser. Uptick Partners, LLC (“Uptick Partners”) and its advisors follow the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Uptick Partners maintains clients. Uptick Partners may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
Coppertree Financial Planning’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.
The publication of Coppertree Financial Planning’s website on the internet should not be construed by any client and/or prospective client as Coppertree Financial Planning’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Coppertree Financial Planning with a prospective client shall be conducted by an advisor that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Uptick Partners, please contact the SEC or the state securities regulators for those states in which Uptick Partners maintains a filing. A copy of Uptick Partners’ current Form CRS and written ADV Part 2A disclosure statement discussing Uptick Partners’ business operations, service, and fees is available from Uptick Partners or Coppertree Financial Planning upon written request.
Certain portions of Coppertree Financial Planning’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Coppertree Financial Planning (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Additionally, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Coppertree Financial Planning, or from any other investment professional. Coppertree Financial Planning is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.
Coppertree Financial Planning may provide links from this website to a third-party website or permit a link from a third-party website to this site. Such links are for your convenience only and do not imply any affiliation with, or an endorsement, authorization, sponsorship or promotion of the third-party website or its owner. Coppertree Financial Planning does not control or review any link, and accepts no responsibility for the content, products or services provided at these linked websites. If you decide to access such third-party websites, you do so solely at your own risk and you should be aware that third-party websites are governed by their own terms and conditions and privacy policies.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Coppertree Financial Planning’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Coppertree Financial Planning, or from any other investment professional.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Coppertree Financial Planning) made reference to, directly or indirectly, by Coppertree Financial Planning in its website, or indirectly by a link to an unaffiliated third-party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.
Coppertree Financial Planning reserves the right in its sole discretion to refuse permission or to cancel permission to link to this site at any time. Coppertree Financial Planning does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Coppertree Financial Planning’s website or incorporated herein and takes no responsibility, therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Designation Disclosures
The CERTIFIED FINANCIAL PLANNER® certification is issued by the Certified Financial Planner Board of Standards, Inc. (CFP Board). Candidates for the CFP® certification must have a bachelor’s degree or its equivalent from an accredited college or university; have a minimum of three years of full‐time relevant personal financial planning experience; satisfy pre‐examination requirements and pass the CFP® exam; and meet the CFP Board’s fitness standards. After earning the certification, the holder must complete thirty hours of continuing education credits every two years. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Certified Exit Planner Advisor (CEPA) certification is issued by the Exit Planning Institute, Inc. (EPI). Candidates for the CEPA certification must have a bachelor’s degree or its equivalent from an accredited college or university; have a minimum of five years of relevant work experience; complete the program of study; and pass a 3.5 hour closed-book proctored exam. After earning the certification, every three years the holder must complete forty hours of exit planning related professional development, agree in writing that they will adhere to the EPI Professional Standards and Code of Ethics, and re-attest that they have not been convicted of a felony related to the practice of exit planning.
