Who is Soteria?

Soteria is the Greek goddess of safety and protection.  She is also the goddess of preservation and deliverance from harm.
​At Soteria Retirement Solutions, it all starts with our focus on being asset protectors.  With Soteria's focus on safety and preservation, we've developed our exclusive SoteriaSHIELD process.  Personalized retirement plans that zero in on your individual situation, with a full understanding of your needs and wants.  Our passion is protecting you from life's planned and unplanned events and getting you ready for life 2.0

​Our exclusive SoteriaSHIELD process incorporates six critical areas of you retirement.  The first step starts with a secure income plan, followed by cohesive investment management and inflation protection.  We then focus on your Long Term care protection and legacy transfer.  All of this while being mindful of your personal tax situation.  

About Us

Chad Kopser | President & Founder

Chad’s passion for finance started at an early age, and eventually led to a degree in Finance from the University of Northern Colorado. After launching his career with Morgan Stanley as a Retirement Planning Specialist, Chad’s industry experience evolved guiding him toward an independent advisor role. In this role, he strives to offer his clients the best, objective, cutting-edge solutions for their financial needs. 

​Chad started Soteria Retirement Solutions to give clients the most comprehensive financial service experience possible. With Soteria's meticulously devised SoteriaSHIELD process, he's prepared to address every situation clients face prior to, and during retirement. Soteria Retirement Solutions was founded on the basis of safety, protection and income that can not be outlived. Focusing on management strategies that are intended to offer market gains, with minimal risk of loss, is imperative. Helping clients realize their financial independence and income goals is Soteria's top priority and passion. Chad believes getting to know you, to fully understand what solutions are right for you and your specific circumstances, is of utmost importance. In doing so, this allows him to offer you income, inflation protection, long term care coverage, growth and legacy transfer via high-quality financial products that offer potential solutions to address his clients needs.  It's time for you to start living life 2.0

Our Services

Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face.  It’s very likely to spend 30 years or more living in retirement without earned income.
 
With our SoteriaShield plan we create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike.  Let us get to work on a plan for you.
Asset and Inflation Protection
Extended Care Solutions
​Retirement doesn’t mean that it’s time to stop growing.  Same holds true for your money.  It should mean, however, that it’s time to stop taking unnecessary risk. 
 
We specialize in helping retirees protect their retirement assets while continuing to move forward and prepare for inflation
Long-term care/extended care costs have gone up substantially in the last 10 years.  Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
 
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain assessable for withdrawal if you don’t.    ​
Family Legacy Planning
3-Dimensional Investing
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
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We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.  
We believe that investment success should not be tied to uncontrollable forces, such as systematic market risk.

​An active approach to portfolio management using low correlated and non-traditional investment strategies helps seek opportunities for returns through all phases of each market cycle. ​

​The Conservative Investor

Within the pages of this powerful book, you will learn tested strategies that are intended to give you peace of mind and modern tools designed to help you achieve financial security in any economy.
Provided by Bill Broich and Annuty.com

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Call Us

303.520.8219

Email Us

[email protected]
Phone: 303.520.8219
Email: [email protected]
  • Advisory services are offered through Aegis Wealth Management, Inc.. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.  Soteria Retirement Solutions and Aegis Wealth Management, Inc. are not affiliated.  The firm is not engaged in the practice of law or accounting.  
  • This website is a publication of Soteria Retirement Solutions. Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
  • Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
  • All investment and insurance strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.
  • Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. Insurance products are subject to fees and additional expenses
  • Form CRS link
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