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Big-picture insurance knowledge and financial guidance for medical and dental professionals.

Work with specialists who understand the ins and outs of the healthcare world.

Copic Financial is here with guidance, support, and tools for everything else insurance and financial related outside of the medical liability insurance offered by Copic Insurance Company.

We can help you:

  • Make sure you’re adequately insured—both personally and professionally—to protect you, your employees, and your practice. (We’ll even complete a no-cost, in-depth insurance review to find coverage gaps, identify where you can reduce costs, and help to ensure that you have the right protections in place.)
  • Find the best approach for employee benefits for your practice.
  • Evaluate your finances as a whole, taking into account the unique pressures and challenges you face as a healthcare professional.
  • Answer questions like, “What would I do if I couldn’t work for a while?” or “What is the right amount of coverage for my practice?”
  • Plan for your future with confidence, whether retirement is on the horizon or still a distant thought.
  • Our team has more than 20 years of experience in serving the dental community. We have an understanding of the unique risks faced by dental professionals and tailor our services to protect against those risks.

Together, we’ll look at the big picture.

And then figure out how we can make it even brighter.

We take care of your business and personal needs all under one roof, and consider how they connect and overlap—just like you do. When you work with us, we’ll discuss your situation, goals, and priorities from every angle to decide on the products and solutions that fit you best. Think of us as your objective consultant, helping you tame the chaos and weigh your options wisely, based on research and performance. Whether you need services for yourself or for your group, we help you put all the pieces together. Side by side, we’ll figure out your best path forward.

Built for the unique demands of your profession.

At every stage of your career.

We’ve served the healthcare and dental communities since 1985. So we’re experienced when it comes to assessing practice risks and outlining personal goals.

We’re committed to ensuring that physicians, dentists, and other healthcare community members are appropriately protected throughout their careers—and their lifetimes. We know your needs will change from your first day to your last, and we help you prepare for each stage.

How is Copic Financial connected to Copic’s medical professional liability coverage?

Copic Financial is part of the Copic family of companies, but we’re an independent insurance brokerage and consulting firm. That means we represent a variety of insurance carriers, and our focus is always on finding the best match for your needs. You don’t need to have coverage through Copic to work with us.

Copic Financial is one of the many ways that the Copic family of companies supports the humans of healthcare—helping you navigate the personal and financial complexity of the healthcare world, so you can focus on what’s most important.

Service Areas

Tell us about your specific needs, concerns, and goals.

We can help you make the decision that’s exactly right for you.

The more we know, the better we can advise you. Fill out the form below and one of our team members will reach out to you for a one-on-one conversation that’s all about your future.

Client questionnaire

This is what drives us.

Hear from members of Copic Financial about how they approach working with clients and 
determining the solutions that are specific to their needs.

You don’t have to take our word for it. Hear what some of our clients have to say.

The work with my practice and the clinic has been of the highest quality—pragmatic, thorough, patient and the reason why I can breathe easy and focus on my work as a doctor.

Physician Client

Copic Financial’s communication and kindness are superb, a breath of fresh air in a world where customer service seems to have lost its way.

Physician Client

Jeff Feakes offers securities and Aaron Jensen offers securities and investment advisory services through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Brad Radochonski offers securities through The Leaders Group, Inc. Member FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120. Copic Financial Services Group is not affiliated with The Leaders Group, Inc.

FINRA BrokerCheck

When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

Copic Financial Service Group is an insurance brokerage firm representing a variety of insurance carriers. Products offered by Copic Financial Service Group are not issued by Copic Insurance Company.

Contact Copic Financial

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