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Services We Offer

Investment Planning
Retirement Planning
Financial Advisor Colorado Springs
Financial Planner Colorado Springs
Tax Planning
Special Needs Planning

In addition to the services listed above once the initial planning is complete we can also:

  • Coordinate with your other advisors such as your attorneys, accountants, and insurance agents.
  • Hold regular meetings and ensure all planning is coordinated and implemented.
  • Maintain electronic copies of all documents you provide us such as insurance policies, estate planning and legal documents and tax returns.
  • Work to ensure that your plan is on track to help guide you on your journey.

Financial Planning

We offer financial planning services that empower our clients to achieve their goals and feel confident in the decisions they make. Here are some of the topics we cover as we put your plan together.
Goal Creation
  • What do you value, or want more of in your life?
  • What’s worth saving for?
  • What are your 1, 5, 10+ year goals?
  • Are you on track to achieve them?
  • Who holds you accountable for these goals?
Spending and Saving
  • Does your income support your lifestyle?
  • Are you spending intelligently?
  • What percentage of your income should you save?
  • What should you do with your savings?
  • How much do you need for emergencies?
Debt Management
  • How do you prioritize which debt to pay down first?
  • Should you be paying more or saving and investing?
  • How do you become intentional and proactive with your debt and savings?
Retirement Planning
  • Should you buy or continue to rent?
  • How do you determine your down payment?
  • When should you refinance your mortgage?
  • What does retirement mean to you?
  • How much money do you need to retire?
  • What will your lifestyle be like and how much will it cost?
  • When can you quit working?
  • When should you plan to take Social Security?
  • Do you need life and/or disability insurance?
  • If you do, what kind of policy is right for you?
  • How do you know where to go to buy a policy?
  • How does long-term care insurance factor into the plan
Education Planning
  • How much should you be saving for college?
  • Are there other ways to fund a college education?
  • What are the benefits and limitations of 529 plans?
Tax Planning
  • Are you taking advantage of all tax savings opportunities?
  • Does a Traditional or Roth IRA make more sense for your situation?
  • What are your tax implications in retirement?
  • Will your military retirement be enough?
  • How do you best optimize your Thrift Savings Plan (TSP)?
  • How do you coordinate your Individual Retirement Account (IRA) with your TSP allocation?
  • Should you roll-over your TSP when you retire, what other options are there?
  • How much do you need to save before you transition?
  • Is the Servicemember’s Group Life Insurance (SGLI) enough coverage for your family? What about after you retire?
  • How does the Survivors Benefit Program (SBP) work and does it make sense for your situation?
Federal Employees
  • Should you defer or postpone your FERS Annuity?
  • What about the FERS Retiree Annuity Supplement (RAS)?
  • What should you do with your TSP when you retire?
  • Is your TSP match enough?
  • How much should you be saving?
  • Does your Federal Employees’ Group Life Insurance (FEGLI) provide enough coverage? What do you do with it after you retire?
  • Should you select the Spousal Benefit Survivor Annuity (SBSA) when you retire?
  • What happens to your Federal Employee Health Benefits Program (FEHBP) when you retire?
Retirement spending

More About Our Process

We painstakingly analyze our clients situation and build a financial plan that allows our clients to optimize their resources efficiently, make the right decisions, and achieve their objectives.

Financial Planner Colorado Springs

Contact Us

7035 Campus Dr., Suite 907, Colorado Springs, CO 80920

(719) 685-0600