When you sit down with me at your initial meeting, it will not just be about the numbers. As a comprehensive financial planner who serves the Denver and Castle Rock, CO areas my preliminary meeting process is a chance for us to talk about where you are and where you'd like to go. You'll have the opportunity to make sure that I'm a fit for you, your business, or your family before you commit to moving forward.
I look forward to creating life-long relationships with my clients and taking the fear out of financial planning. We'll collaborate with you on everything from tax planning to benefits, estate planning and understanding your fiduciary responsibility to your employees.
I look forward to creating life-long relationships with my clients and taking the fear out of financial planning. We'll collaborate with you on everything from tax planning to benefits, estate planning and understanding your fiduciary responsibility to your employees.
Services
From saving our chore money in our piggy banks, to opening our first checking and savings account, to investing in our first mutual funds, my parents taught my sister and me how to make money and how to make the money we earned work for us to reach our goals. I started my first 'job' around the age of 12-years-old, babysitting for neighbors and family friends and mowing lawns that were within walking distance of pushing our lawn mower.
By guiding and educating our clients on their financial life we help elevate and empower them to have confidence in their financial future. We encourage our clients to reach out to us with any questions or concerns they might have. No issue is too small when it comes to feeling secure about your finances and your future goals.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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