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.
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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.
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AI's role in driving up tech stocks reflects its growing importance in shaping the future of technology and business. However, we must question profits and their impact on the market.
Unlock the secret to tax-efficient retirement planning with Net Unrealized Appreciation (NUA). Learn how this strategy can maximize your gains and minimize your tax liabilities.
To enhance your ability to capture long-term global market returns effectively, it's crucial to construct a diversified portfolio tailored to your willingness, ability, and necessity to embrace investment risks. Let’s discuss key concepts often overlooked.
Embark on the journey towards price stability—a path marked by twists, turns, and unexpected obstacles. Discover how the latest data reveals a challenging road, uneven and unpaved, yet navigable with careful analysis and strategic decision-making.
It doesn’t matter how high you can jump if you fall out of the saddle. Let’s discuss how diversification helps minimize the bucking you must endure along the path towards long-term expected returns.
What should we expect based on historical returns during a presidential election year? Let’s analyze market performance during past presidential election years.
It’s essential for investors to grasp the differentiation between two types of risks. avoidable concentrated risks and unavoidable investment risk. To understand, avoid, and manage investment risks, let’s review this weeks risky business insight.
Should you hold on to your cash, or should you invest in the market? Here are some pointers to help you decide.
Which is more important? Material possessions or experiences? Read this blog for the answer and the role of financial planning.
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De-dollarization has been a hot topic of late, but it’s unlikely that it will happen in the foreseeable future. Here are five reasons why.
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