We Specialize in One Thing Only—Retirement
You’ve worked hard for many years to build your wealth and save money to ensure you and your family will be OK. Now, as you approach retirement, you’re not quite sure how to switch gears from earning a paycheck to spending what you’ve saved. We will show you how.
Located in Greenwood Village, Colorado, we are fee-only advisory firm providing life-centered planning to pre-retirees and retirees in the Denver area and nationwide. Working with you, we will provide financial planning and low-cost investment management strategies to help you meet your dreams today while creating your ideal vision for the future.
Common Questions We Help Our Clients Answer
Have I saved enough money?
Can I continue to afford the lifestyle I am living in retirement?
When is the right time to retire?
What should we do about health insurance or Medicare?
When is the best time to start Social Security?
When is the right time to consider long-term care insurance?
Should we pay off our mortgage?
Should I financially help my kids and grandkids?
Should I be saving more or paying down my debts?
Should we move in retirement?
How do I minimize my taxes to keep more of my money?
How do I translate my savings and company pension plan into retirement income?
Where Are You Today?
Rather than trying to be everything to everyone, we focus on what we do best: helping people feel confident, self-assured, and empowered about their wealth and their retirement. That means we tend to work with people who are within 10 years of retirement or have already retired and who have $2 million-plus in investable assets.
Where are you in life? Click the box below that best matches your situation so we can share how we may be able to help you.
I’m 5–10 years
From Retirement
I’m five to 10 years away from retiring and want to make sure I’m on track.
I’m 5 Years or less
from Retirement
I’m within five years of retirement and need help making the transition.
I’m already
Retired
I’m retired and am wondering if there is a better way than my current approach.
Memberships and Alliances
Schedule a 15-Minute Discovery Call
As a fee-only RIA that prides ourselves on upholding our fiduciary obligation, we want to help you make the decisions that best serve you and your family, not us. We focus on working with only those clients we know we can help, so we like to start with a complimentary, 15-minute call to discover how we can serve you. We’ll discuss your situation and explore whether we’re a good fit for each other.
