Who We
Serve
We Provide Independent, Fiduciary, and Comprehensive Financial Planning and Wealth Management services in Colorado and Nationwide, and for US expats living abroad, for the following clients:
- Mid- to Late-Career Professionals and Their Families: Helping you to reach your goal and secure a comfortable retirement.
- Retirees: Protecting your Assets And Legacy.
- Business Owners: Protecting your business, Growing your assets, Supporting yourself and your employees.
- Nonprofits and Foundations: Protecting and Growing your organizational assets, Supporting your employees and Increasing your impact.
Independent, Fiduciary, and Comprehensive Financial Planning for Mid- to Late-Career Professionals and Their Families in Colorado and Nationwide
You’ve worked hard, and now you are wondering how to turn your savings into the income you will need when you retire. We will guide you to move confidently toward the kind of life you would like to have in retirement.
We help you to plan and save for your retirement and other important goals, through independent, fiduciary, and comprehensive financial planning, managing your investments, and mitigating your risks. We help you to optimize your allocations in your current, employer-sponsored 401(k), 403(b), or 457(b) account, and to add additional investment and retirement accounts as needed, based on your personalized, comprehensive financial plan.
If you have retirement accounts from previous employers, or are thinking of changing employers, we can help you to roll over or consolidate these existing retirement accounts into accounts that we directly manage, and in which we can offer you a much wider variety of investment options that go far beyond what an employer-sponsored account can offer.
Independent, Fiduciary, and Comprehensive Financial Planning for
Retirees in Colorado and Nationwide: Protecting your Assets and Legacy
Independent, Fiduciary, and Comprehensive Financial Planning for
Retirees in Colorado and Nationwide: Protecting your Assets and Legacy
You are about to transition, or have already transitioned, from having a steady paycheck or income from a business, to living off your retirement savings. You are wondering how to make this work, and to stretch your savings to last for the rest of your life. You may also wish to leave a legacy for your loved ones or the causes you love.
We help you to navigate this important stage of life with confidence, by building a personalized, comprehensive financial plan that protects your retirement savings from inappropriate risk, optimizes your savings, and provides a sustainable level of income for you to spend in retirement.
Independent, Fiduciary Investment and Wealth Management for
Business Owners in Colorado and Nationwide
Independent, Fiduciary Investment and Wealth Management for
Business Owners in Colorado and Nationwide
You have built up a successful business, but may need guidance about how to invest your business assets, protect what you have built, and better support your employees.
We help you to plan for and manage your business investments, providing retirement plans and financial education to your organization and its employees, and providing risk management products specifically designed for business owners, to protect you and your key employees, and safeguard your business against unexpected losses.
These products may include buy-sell agreements, key person insurance, disability insurance, and company-owned life insurance (COLI), depending on the specific needs of your business. We can also provide personalized, comprehensive financial planning for yourself and your family, and to your employees.
Independent, Fiduciary Planning and Investment Management for
Nonprofits and Foundations in Colorado and Nationwide
Independent, Fiduciary Planning and Investment Management for
Nonprofits and Foundations in Colorado and Nationwide
You run a dynamic organization that provides massive value to your community, and would like to protect and grow your organizational assets, and do more to support your employees.
We help you to increase the impact your organization can have in the world, by planning for and managing your nonprofit or organizational investments in alignment with your organization’s values, and providing retirement plans and financial education for your organization and its employees. We can also provide personalized, comprehensive financial planning for yourself and your family, and to your employees.