Services are offered virtually or in-person based on your preference.
Get Started by scheduling a 15-Min Introductory Phone Call
CAN YOU MEET VIRTUALLY AND WORK WITH PEOPLE IN OTHER STATES?
Yes! While many of our clients are in Colorado, we work with folks all over the United States. Our practice is equipped to meet with clients through video conferencing software. Each virtual meeting is protected by a complex, unique password and we adhere to the strict security guidelines necessary to protect your privacy.
HOW DO YOU GET PAID?
We are a commission-free and fee-only planning firm. Some financial advisors are commission-based, which may cause fees to be hidden or create conflicts of interest. Not us, we get paid strictly for our time and our expertise.
One transparent fee based only on the services you need. Our goal is to lower your taxes, reduce risk, and build an intentional plan so you can retire without worry. Scheduling your first phone call with us will help you make an informed decision about working with our practice or others you may be considering.
WHY SHOULD I CONSIDER HIRING YOU?
Great question! But first, let us explain why you shouldn’t hire us. If you’re looking for an advisor who will trade individual stocks to “beat the market,” you’re in the wrong place. Why? Because we only focus on what you can control; costs and taxes. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control. But if you’re interested in things like deliberately planning for your future, investing smarter, and retiring without worry, you’re in the right place.
Not quite ready to schedule an appointment? That’s ok! You can call us at 719-685-0600 if you just have a few questions or sign-up below for our Mailing List to stay in touch.
Investment advisor representative of and investment advisory services offered through CGN Advisors, LLC, a fee-only SEC registered investment advisor.
Tel: (910) FEE-ONLY. Lodestar Financial Planning may offer investment advisory services in the State of Colorado and in other jurisdictions where exempted.
Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Most of the great photographs used on this site were taken by professional photographer and neighbor Rowedean Doss, and are gratefully used with her permission.
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