Copper Beech Financial Group, LLC

Copper Beech Financial Group, LLC At Copper Beech Financial Group, we effectively manage every aspect of your family wealth.

05/28/2025

Imagine you buy a boat… and suddenly you’re expected to build the marina, manage the dock, and do annual safety inspections on every other boat in the harbor. That’s what starting your own insurance company can feel like.

Thankfully, there’s a route that skips the red tape and lets you actually use the boat.

🎧 Stream the latest episode here: https://apple.co/3SCEYIq

05/27/2025

The Truth About Wealth goes beyond the basics and into the planning conversations that actually shape legacies.

Each episode features:

✔️ Real financial professionals
✔️ Real strategies
✔️ Real conversations about family wealth and the future

🎥 Subscribe on YouTube so you never miss an episode: https://bit.ly/3SCFczg

05/26/2025

Not all “insurance” is treated equally, especially when it comes to tax advantages.

Aaron Quinn and Mark Sims explain how the IRS has drawn a clear line: you can’t just label a transaction “insurance” and expect the tax benefits. There has to be real risk, real regulation, and real structure.

It’s not just about what the code says — it’s about why it says it.

05/23/2025

You’ve probably heard whispers about “Puerto Rican insurance companies” in planning circles. But have you ever heard from the people who actually run one?

That’s what this episode of The Truth About Wealth delivers: an unfiltered look at the Madison Insurance structure with Mark Sims and Aaron Quinn. John and Michael dig into the facts, challenge assumptions, and get real about what this model is… and what it’s not.

🎧 Stream it on Spotify: https://spoti.fi/43t9ivf

05/22/2025

Insurance isn’t just about protection; it’s about possibility.

As Aaron Quinn and Mark Sims of Madison Insurance Group shared, regulation is what gives insurance its power. It’s what allows businesses to take on new ventures, expand into the unknown, and build with confidence. But behind every insurance solution is a mountain of compliance, paperwork, and planning.

Want to know what that process really looks like? It’s all in the conversation.

🎧 Stream the latest episode here: https://bit.ly/3SCFczg

05/21/2025

Great insurance isn’t one-size-fits-all.

This week, we sit down with professionals Aaron Quinn and Mark Sims from Madison Insurance Group to talk about the process behind truly customized strategies. From in-depth risk questionnaires to actuarial modeling, their approach reveals how better questions lead to better protection.

This show isn’t just about theory, it’s about real tools for real businesses.

🎧 Stream the latest episode here: https://spoti.fi/43t9ivf

05/20/2025

It’s one thing to hear about a tax strategy—it's another to hear from the people who are building and operating it.

This week on The Truth About Wealth, John and Michael dive into a regulated insurance solution with guests Mark Sims and Aaron Quinn.

The Madison Insurance structure has been used for risk management, estate planning, and more, but it’s not without complexity.

The episode lays it all out, straight from the source.

🎧 Listen now on Apple Podcasts: https://apple.co/3SCEYIq

05/19/2025

Puerto Rico is a U.S. territory, but it has its own insurance code, its own Office of the Commissioner of Insurance, and its own opportunities.

In The Truth About Wealth, we explore unique planning structures that thrive in this kind of environment.

If you’re curious about how real clients are using these tools to enhance their long-term plans, this is your show.

🎧 Stream the latest episode here: https://apple.co/3SCEYIq

05/16/2025

Not your average insurance episode.

On the latest Truth About Wealth podcast, John and Michael dig into the Madison Insurance model with two of the people who know it best—Mark Sims and Aaron Quinn.

It’s a regulated structure out of Puerto Rico that’s being used by business owners to protect against real risk—and support long-term planning.

Want to know how it works (and why it works)? This episode pulls back the curtain.

🎥 Watch now on YouTube: https://bit.ly/3SCFczg

05/15/2025

COVID was a stress test for everyone, but not everyone had the same outcome.

John and Michael chat with Madison Insurance Group and discuss how some clients adapted and even thrived, while others faced painful losses, like losing key employees who took valuable revenue with them.

See how planning played a role in helping those business owners stay on their feet.

Tune in to the conversation here: https://bit.ly/3Z7M9Mi

05/07/2025

Royalty income, business ownership, and family dynamics: How do you manage it all fairly?

This week on the podcast, John and Michael Parise discuss crafting structured plans that distribute assets equally across generations. Together, they stress the importance of proactive planning in preserving wealth and preventing family strife.

Catch the new episode for a deeper understanding. 🌟🎙️

05/06/2025

Navigating family business transitions can be challenging, and it feels like you’re venturing into uncharted waters.

Things can get messy, emotional, and even dramatic.

This week, John and Michael Parise want to provide you with real case studies on estate equalization. You’ll learn strategies to protect your legacy and help ensure fair wealth distribution among loved ones.

Click to listen and take a proactive step for your family business! https://bit.ly/42QrD47

Address

1223, N. Church Street , N. Church St
Moorestown, NJ
08057

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18569888300

Website

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