Menu of Services

Financial Planning

Risk Management & Asset Protection

Tax Planning & Reduction Strategies


Business Succession Planning

Charitable Giving Strategies

Family Support Issues

Second Opinion Service

Paychecks & Playchecks

Income Tax Planning Analysis

Principal Protection Strategies

Home Equity Acceleration Plan

Protection Planning:
Life Disability, Health, Long Term Care, Policy Review & Analysis

Retirement Planning

Tax Free Income Planning

Eldercare Planning

Social Security Planning

QLAC Planning

Income & Distribution Planning
Withdrawal Strategies

Alternative Long Term Care Strategies

Medicaid Planning

Investment Services

Investment Policy Statements

Proprietary & Third Party Managed Accounts


Educational Workshops for Groups & Organizations
Topics include but are not limited to; Retirement Planning, Social Security, QLAC, Tax Free Retirement and Alternative Long term Care.

Rejuvenate Your Retirement
Offered through Arapahoe Community College, this course is focused on issues facing retirees.

  • Identify the primary threats to your retirement savings
  • Plan your retirement income to preserve a comfortable lifestyle
  • Align your investments with your attitudes, risk tolerance and objectives
  • Apply strategies increase your Social Security retirement benefits
  • Maximize tax efficiency of withdrawals from mutual funds& IRAs
  • Evaluate & plan for long-term care, incapacity & end of life decisions

24/7 On Demand Seminars

We provide our clients with objective, straight-forward investment research and guidance.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  720-482-1917