Live a Life Full of New Possibilities in Retirement

We specialize in only one thing—retirement.

 
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We are here to help you:

 

Stop Worrying

 

Feel confident

 

Pursue Your Dreams

 
 
 
 

 You Worked Too Hard to Leave Your Retirement Up to Chance

You want a life full of new possibilities in retirement, but you’re uncertain how to achieve it. Have you saved enough money? How do you correctly put together all the pieces of your retirement puzzle?
We think you shouldn’t have to worry about retirement when you have been so responsible with your money.

 
 

Make Your Retirement Possibilities a Reality

Our goal is to help you:

 
 

Make Good Decisions

 

Feel Confident That You Will Be OK

 

Live Your Best Life Now

 
 

We Understand the Gravity of the Decisions You Need to Make

  • Our firm has always specialized in one thing only—retirement.

  • We’ve guided hundreds of couples and individuals into retiring.

  • We help cut through the complexity so retirees can move forward confidently.

 
 

Stop Stressing About the What-If’s and Get Excited About the What-Will-Be’s

We understand that the multitude of retirement decisions you face can leave you feeling uncertain. You want specifics for everything from retirement account distributions to Social Security timing. But getting to the specifics is a long process, and mistakes can be easy to make.

  • Our goal is to help you live your ideal life by managing the process for you. You may think this is something you should do yourself, but it takes a lot of time, education, and willingness to piece together the financial puzzle. Retirement can get more stressful, not less!

    Since we specialize in only retirement, we already have the expertise to help create a comprehensive plan. Located in Greenwood Village, Colorado, we are a fee-only advisory firm providing life-centered planning to pre-retirees and retirees in the Denver area and nationwide. Working with you, we provide financial planning and low-cost investment management strategies to help you meet your dreams today while creating your ideal vision for the future.

    We are here to help you quit stressing about the what-if’s and start doing the only thing you should be doing in retirement—enjoying it!

 

The Plan

 

STEP 1

Schedule an Introductory Call

 

STEP 2

Tell Us Your Story

 

STEP 3

Together, We Build Your Plan 

 
 

Are We a Match?

You want to partner with a financial advisor whose expertise is people just like you. We may be a good fit for you if you:

  • Are within five years of retirement

  • Want a long-term, high-touch relationship with a financial advisor

  • Have investable assets of more than $1 million

 
 

 Take the First Step—Schedule a Call!

We start with a complimentary, no obligation, 30-minute call to discover how we can best serve you. We’ll discuss your situation, answer your questions, and explore whether we’re a good fit for each other. If we think we can help you, we will discuss the next steps, if not, we will refer you to another firm.