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Company Intro

Spotlight Wealth Management

Spotlight Wealth Management a DBA of Randy L. Copus & Associates located in Lakeview, OH. We are committed to provide the families and businesses we serve with innovative retirement strategies and solutions that result in robust financial health, clarity and security. Our foundation for success at Spotlight Wealth Management is an unyielding commitment to our clients that leads to lifelong relationships.

Spotlight Wealth Management arms individuals with custom-tailored retirement strategies that meet short and long-term needs.

Our goal at Spotlight Wealth Management is to help our clients realize their financial dreams through creative solutions in an open and transparent process that utilizes innovative solutions to achieve financial independence.

We empower our clients to navigate today’s complex financial world with customized strategies that fit their personal, family, and business needs.

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Asset Allocation & Risk

Asset Allocation & Risk

We pride ourselves on providing retirement strategies to Lakeview, OH and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.

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Enhanced Planning

Enhanced Planning

Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and maintains family harmony after you’re gone.

Our firm does not provide legal advice, and you should consult an attorney for such advice.

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Income Planning

Income Planning

Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At Spotlight Wealth Management, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the tax advantaged vehicles used to accomplish your retirement income goals.

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Medicare

Medicare

While there is no shortage of things to plan for in retirement, it's critical to address your health concerns by crafting a comprehensive health care strategy. There are various ways to accomplish this, with Medicare being the most important for many Americans.

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Get In Touch

Lakeview, OH 43331

(419) 425-5433
jason@spotlightwealth.com

Our Company

  • Home
  • Our Team
  • Strategic Alliances
  • Seminars
  • Contact Us

Our Services

  • Asset Allocation & Risk
  • Enhanced Planning
  • Income Planning
  • Insurance Solutions
  • Medicare

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Disclosure

Copyright © 2024 Gradient Positioning Systems, LLC | All Right Reserved. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Spotlight Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Spotlight Wealth Management, an Investment Advisor in the State of Ohio. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered independently through Jason Faulder, Sole Proprietor. Spotlight Wealth Management and Jason Faulder, Sole Proprietor are not affiliated with or endorsed by the Social Security Administration or any government agency. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Links to Other Sites The inclusion of any link is not an endorsement of any products or services by Spotlight Wealth Management. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Spotlight Wealth Management, nor any agency, officer, or employee of the Spotlight Wealth Management warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.