(888) 336-8402
At COPE CORRALES we know you want to be clear and confident around your finances. In order to do that you need proven financial advice. The problem is most financial advice is confusing which leaves you feeling overwhelmed and unable to move forward. We believe someone should be able to explain things in terms you understand. Which is why we’ve developed a planning process that has worked to empower over 800 families in getting clear and confident about their money.

Are You?

  • Overwhelmed with financial opinions?
  • Weary of financial jargon?
  • Consulting multiple advisors?
  • Missing out on financial opportunities?
  • Curious how the wealthy manage their money?
  • Alone in your success?
  • Tired of being sold and just want good advice?
  • Unsure about Retirement?

Our Easy Three Step Planning Process

We’ve developed a three step process to solve these issues and help you feel empowered and clear about your finances.
STEP 1
We Listen:
We will spend time together, understand what’s important to you and build mutual trust.
STEP 2
We Create a Plan :
One that is unique and effective, that you will understand and can explain to anyone.

STEP 3
We Take Action:
We put the plan into action, monitor the results and are mutually accountable to your success.
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Our clients have unique occupations – we’ve developed specialized advice for each occupation

Dentists


As a Dentist we know you wear the hats of both practitioner and business person.
We want you to be great at both. So we’ll help you with the business and money side of things – things like saving for retirement, investing, repaying student loans, even buying or selling your practice. And if we don’t do it, we know the best professional who does. You get to serve patients, spend more time with family and live the life you dreamt of all the way back in dental school. So whether you are just beginning practice or want out yesterday – let’s schedule a meeting and make dreams reality. Check out our Student Loan Repayment Page.

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Medical Doctors


Medicine is a calling.
You spent years in training; when others were earning high incomes you were earning a resident’s salary. Your pay now reflects your hard work and sacrifice. You’re also getting started on saving a little later than most. We make sure your money works for you so you can enjoy your life and build a secure retirement. So let’s schedule a meeting and begin to maximize all that hard work. Check out our Student Loan Repayment Page.

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Business Owners


You’ve dedicated thousands of hours, and sleepless nights to ensure that your business succeeds.
You’d like to pay less in taxes, and feel like you may work forever with no end in sight. Or worst yet, you shut the lights off one day (*without a buyer*) without monetizing the value of the business. You may have also received conflicting advice from various professionals or people you trust (accountants, attorneys, insurance people, stock brokers, your brother in law). You deserve an advisor that can coordinate and integrate all the pieces of your business and personal financial life. So let’s schedule a meeting - together we can help put your mind at ease, and develop a comprehensive plan that puts you back in the driver’s seat. 

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Real Estate Professionals


We believe in real estate.
It’s a tangible asset with many benefits – tax advantages, income stream for retirement, appreciation, and leveraging opportunities. However, with many of those advantages comes a big unknown – the real estate cycle. It’s inevitable, and we’ll help you prepare. We’ll listen to you, and learn what your long term interests are. Whether its cash on cash returns, or partnering with your accountant, we understand the moving parts of real estate. So schedule a meeting, so that you can stop letting the market take advantage of you, and you can start taking advantage of the market.

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Corporate Executives & Partners


You’re likely grinding out long hours and pushing for that next level position.
You may also be receiving incentive based compensation – bonuses, restricted shares, incentive stock options. We understand your world, and we can help. We work with many Fortune 500 companies and firms and understand compensation packages, employee benefits, and retention plans. We also understand that you are on your own when it comes to planning for retirement – pensions are often long gone, a benefit of the past. Let’s create a plan to put you back in control of your financial future, and capitalize on all your efforts in the corporate world – making work not a requirement, but a choice!

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I WANT TO:

RETIRE


We plan because we believe you were born to do more than just work.
We take an uncommon approach when it comes to retirement planning. Instead of focusing on your “number” or how much money you should have at a certain age, we focus on monthly income. That’s the bottom line, and that’s how we most often pay our bills – monthly. We call that needing a steady “paycheck” in retirement to cover your basic needs. Above that, we help you create a “paycheck” so that you can have fun even when you are retired. So let’s schedule a meeting and spend some time together and we’ll see how these strategies can help you!


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I WANT TO:

INVEST


So many of the financial planning professionals focus on the perspective that they have the answer in growing your assets.
Passive vs. Active vs. Robo types of investing are all "solutions" and yet there is not a clear consensus on what is best for you and your life. We will focus on educating you around the various ways that monies can be invested so that you can rest easy knowing that your assets are working the way you want them to while you continue growing personally and professionally.

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I WANT TO:

Get Insurance


Your insurance should be simple, comprehensive and cost effective.
You should know your options and pick the plan that’s right for you. Be it disability, life or malpractice insurance we structure plans that protect your business, income and family – but here’s our crazy idea – your insurance should make you feel better AND grow your wealth. Let’s schedule a time to discuss your options.


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I WANT TO:

Discuss Taxes


As the saying goes, “death and taxes – the two inevitables.”
We can help you plan for both. The IRS will likely be your life’s biggest partner. Between income, real estate, capital gains, excise and self-employment tax, we’ll partner with your CPA to address any and all options to manage your taxable burden and help you keep more of what you earn.

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I WANT TO:

PAY OFF DEBT


Student Loans can be overwhelming.
The interest rates are high and payments can be daunting. We’ll create a plan to pay back your loans in a predictable and steady manner that gets you out of debt while enjoying your life. Common questions we help answer are: Should I consolidate? Should I refinance with a private lender? Do I pay back quickly or slowly? What about loan forgiveness?
Please visit our Student Loan page for calculators and more guidance. Then schedule an appointment and we’ll create a plan tailored just for you.

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Cope Corrales


FINRA’s BrokerCheck.
Check the background of our investment professionals on

Washington DC Office


816 Connecticut Avenue NW
Suite 800
Washington, DC 20006
(888) 336-8402
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IMPORTANT DISCLOSURES
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COPE CORRALES is an independently owned and operated firm located in Washington, DC. Please check out the background of our financial professionals on FINRA's BrokerCheck website. Jarred Bunch is an independent Registered Investment Advisory firm headquartered in Indianapolis, IN. Please review important Disclosure information set forth in this website.

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