Schedule an Appointment
As Yogi Berra, the former New York Yankees baseball player,
said, "If you don't know where you are going, you might wind up someplace else." Sadly, many people will wind up
"somewhere else" at retirement because they had no clear destination. Without a plan, many investors wind up making bad investment decisions, or worse, never get started at all.
Our proprietary retirement planning process is simple but comprehensive. It is designed to help you identify clear and
specific goals that you can easily explain to someone else because you understand why and how you set them.
In addition to establishing a plan, we will utilize our unique 75 Point Annual Checklist to ensure that we are on track to meet your goals and to determine when, and if, we need to make any changes.
5670 Greenwood Plaza Blvd.
Greenwood Village, CO 80111
720-330-1013 - Direct
877-862-4025 - Toll Free
303-996-6094 - Fax
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