– Bonds
– Common Stock
– Managed Accounts
– Third Party Investment
– Advisers
– Mutual Funds
– Brokerage Accounts
– Traditional IRA
– Roth IRA
– P IRA
– Simple IRA
– Treasury Bills
– Government Securities
– Treasury Notes
– Variable Annuity
– Fixed / Fixed Indexed Annuity
– Alternative Investments
– Retirement Plans
– Tax Plans
– 401 (k) Planning
– 403 (b) Planning
– College Plans
– Estate Plans
– Money Purchase Plans
– Profit Sharing Plans
– Efficient Tax Strategies
– Pre/Post Retirement Tax – Planning
– Disability Income Insurance
– Life Insurance
– Long Term Care Insurance
– Employee Benefits
– Group Insurance
– Life Insurance
– Voluntary Benefits
You have a lot of choices when it comes to selecting someone to help you manage your money. It is an important decision and absolutely necessary that you choose someone you trust. We know that trust has to be earned. We will be straightforward and transparent with you throughout the financial planning process.
There are other people (or computers) who can help you manage your money, but there is more to retirement than just the financial planning. We will work with you, as fellow human beings, to balance the math and the emotions. Along with making sure the money is there, we will help with you with the transition into retirement and what that new way of life means for you. We send you into retirement with peace of mind… and excitement for the next phase of your life!
There are a few things you can count on from us.
We start with financial education. Knowledge is power. We arm you with the knowledge to make sound decisions about your retirement plan.
No pushy sales pitch here. We want to work with people who want to work with us. If you tell us “no” or “not interested,” we will completely respect that.
You are more than just a number. Any recommendations we make are based on your specific retirement goals. We will get to know you and create a plan that will give you the retirement YOU want.
If you are looking for someone in a stuffy suit and tie sitting behind a big mahogany desk, we are probably not your advisors. We like to keep things more laidback around our office. When you stop by to see us, we want it to feel more like visiting a friend. We take our responsibility with your money seriously, of course, but that does not mean we can’t also have a laugh together!
We call our plan the Predictable Path. Click here to learn more about it.
You can register for classes on the Arapahoe Community College website. Click here to sign up now.
Absolutely! If you have not attended a class, we start with an introductory phone call. Click here to schedule one now.
We sure do. We meet with clients in-person, via video conference, or on the phone. Let us know how you would prefer to meet, and we are happy to accommodate.
