Empowering Hard-Working
Americans.
Jake has dedicated his life to helping individuals manage their wealth to achieve peace of mind and financial freedom. Whether planning for retirement or building a legacy, Jake understands that managing your wealth is more than choosing the right investments – it’s about making your money work for you; balancing your personal level of risk against your long-term financial goals.
Jacob Serfas
Copper Creek Financial Founder
Forging A Path
To Freedom.
We offer simple, straightforward solutions designed to make sure you’re going to be ok. Helping you navigate your Investments, Taxes, Retirement Income, Health care, and legacy. It is our mission to empower you to live the retirement you deserve.
We have built a custom-tailored process that allows you to “Test Drive” your retirement. Allowing you to see what retirement will look like if you keep everything the same and then taking a look at simple strategies to strengthen your plan.