AREAS OF EXPERTISE
Retirement is an integral piece of any financial plan. Whether you are just getting started or already enjoying retirement, we can help you develop actionable ways to reach your goals.
Diversifiy your portfolio and develop an asset allocation plan based on your unique objectives. We combine proven investment strategy with the highest level of client service and attention.
Leave a lasting legacy by developing your estate planning strategy. Make sure you have the proper wills, trusts, and directives in place to accomplish your wishes and provide for heirs.
Life, long-term care, and disability insurance are effective tools to protect you and your family. Review your policies to make sure you have adequate coverage and are paying the right amount.
Effective tax strategies can save investors millions of dollars. Incorporate taxes into your long-term financial plan to produce better results to help you reach your goals with confidence.
Philanthropy is an important part of many people’s lives. Charitable and donor-advised funds can be great ways to leave behind a lasting legacy and care for causes that are meaningful to you.
FINANCIAL PLAN PRICING
Flat Hourly Rate
Certified Financial Planner ™ professionals provide hourly financial advice based on need. While one household may need a full written financial plan that covers everything from budgeting to college savings, another may only need a quick review of their employer 401k investment allocations.
Certified Financial Planner ™ practitioners perform all the financial planning right here in Colorado. We only charge based on time spent developing the plan and not for time spent gathering data or presenting results.
Written Financial Plans
401k Review & Rebalancing
Life Insurance Analysis
Social Security Optimization
Estate Plan Review
FREQUENTLY ASKED QUESTIONS
Education, experience, and fiduciary responsibility are key to a successful experience.Steve Zakelj - VP, Financial Planning
- Complete Written Financial Plans
- Annual 401k Review & Rebalance
- Asset Allocation Advice
- Insurance Review and Pricing Analysis
- Social Security Income Claiming Strategy
Please click here to learn more about the CFP certification and why it is important.
Unlike many financial planning firms, we don’t outsource our work. CFP ® professionals do all the financial planning right here in Colorado.