Our Services
Our Strategy Focus
Our services and strategies focus on providing tax-efficient assets and retirement solutions to assist you in reaching your goal of financial independence. Our plans are designed with the following emphasis:
Retirement Planning
We provide comprehensive retirement planning services where we integrate all aspects of our clients’ financial picture in a coordinated effort with the goal being to provide financial clarity and multi-generational wealth.
Insurance Solutions
We specialize in helping clients safeguard their retirement nest egg by offering a variety of insurance products and financial planning strategies.
Tax Planning
We help identify tax advantage opportunities that reduce taxes now and throughout retirement. “It’s not what you earn, it’s what you keep.”
Some strategies that may or may not be utilized include:
- ROTH
- ROTH 401k
- ROTH Conversion
- LIRP
- Delaware Statutory Trust
Small Business Planning
We are a trusted strategic advisory group dedicated to helping small business owners navigate the complexities of financial planning. Our goal is to identify gaps in your financial strategy and present tailored solutions that align with your long-term objectives.
We focus on six key areas to ensure comprehensive protection and growth for your business:
- Business Continuity
- Key Person Protection
- Retirement Planning
- Employee Benefits
- Succession Planning
- Buy-Sell Agreements
We’re here to provide expert guidance and solutions to secure the future of your business.
Estate Planning
Offered in house, we help protect your assets and ensure your legacy is passed on according to your wishes, minimizing taxes and avoiding probate for peace of mind.
- Estate Planning
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- Core planning (wills, revocable trusts, and powers of attorney)
- Advanced estate planning (IDGTs, SLATs, ILITs, CRTs, etc.)
- Real Estate – transfers, sales, and leases (specifics depend on state)
- Trust/Estate Administration (trust administration anywhere; probate support depends on state)
- Tax
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- Preparation of estate and gift tax returns
- Formation of non-profits
- Representation in tax disputes
Our success is not built on what we accomplish for ourselves; rather, its foundation lies in what we do for others.
Empowering You to Achieve Financial Independence:
We want to empower you to achieve financial independence by helping you:
- Implement strategies to safely grow assets while reducing risk;
- Integration of all income sources including Social Security, pensions, personal pensions, RMDs distributions, and many other sources;
- Learn tax-advantaged strategies including Roth conversions, Cash value Life insurance as an asset class, and wealth transfer strategies;
- Minimize market risk;
- And, more!
Our goal is to give you innovative financial strategies in an effort to provide financial clarity and solutions that improves your quality of life.
After a thorough and careful financial discovery with you, we analyze your personal financial situation – income, expenses, liquidity needs, and retirement goals – and create a retirement plan that is unique to your situation. We are dedicated to helping you achieve financial independence by helping ensure your retirement plans work in concert with all pieces of your financial strategy.
Making strong commitments to you and building life-long relationships are tenets of our success.
Let's Talk About How We Can Help
Send us a message to let us know what services you're interested in or what questions you may have.
We're here to help.
Contact Us
8310 South Valley Highway
Suite 300
Englewood, CO 80112
Phone
(720) 853-0242