Assisting independent healthcare professionals and those seeking tax planning and/or impact planning for life & legacy. Unique Financial Services Professional for Unique Situations
My former profile showed my position, products offered and an extensive list of every person/entity I could help. It was a laundry list of searchable key words. Any advisor with the appropriate licenses could invest yo
ur assets according to your risk profile and tell you how much you need to save to target an income goal in the future. I’m not unique in that regard. My value differential lies in solidifying your vision of the future through collaboration, managing emotions during volatility, incorporating tax strategies, providing ongoing education, mitigating risk, preparing for "what if's" and diving deeper in to the planning and education while being your biggest cheerleader. Value Differential in my Practice
I pride myself on being accessible, ensuring that we foster a healthy relationship where your calls/emails feel as important,. I offer fee-based advisory accounts, planning with present and future tax strategies in mind, protection, and consulting on an "as needed" basis if your more of a DIYer. My clients are successful professionals or early retirees with full lives, and I welcome non-conformists. The office is relaxed and meetings are offered to suit your needs (in person or online) is about finding a comfortable collaborative strategy and/or plan to get there - not sales, industry jargon with a suit and tie. The tools I, and our entire team, speak to the fiduciary standard and today's expected level of transparency. I’m approachable, stay connected, plan, advise, educate, care and want clients that return my calls and emails because they are vested in the outcome as well as the journey with me. Best Fit for my Services
The best fit are individuals in the 40+ category but plans are always better executed and maintained when other members of the family are involved. While I may/may not work directly with your children, siblings, parents, or other valuable life-interest decision makers, a plan supported by many has higher success. My clients share their family gains and losses, their interests, and concerns, because it's clear early on that I am an advocate for their dreams. If you are planning to retire abroad, change careers at retirement, have been divorced, recently married again (or again and again), widowed, in an unconventional relationship, caring for loved ones, or maybe in a relationship where money is a hot topic, then I believe I can make a difference. I am personally planning with a 10yr age difference....your plans and strategies should fit you and not be established with a Q & A to determine your age risk....there's more to it! Advisement, planning and securities offered through Colorado Wealth Group. CWG nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Insurance and annuity products brokered to appointed carriers and/or intermediaries will require additional disclosures. CWG does not own or operate any of the recommended carriers that we work with. Finally, I am a licensed mortgage loan originator offering forward and reverse mortgage products through A.L.L. City Financial/Far East NMLS #332426, CO LMB #100021435. This is not a new/side gig for me....I have decades of experience with real estate, mortgage financing, underwriting and property valuation reviews which can be very valuable in the planning process. All inquiries regarding mortgage loans s/b directed through inquiries via ph # or email :[email protected] which has no affiliation or side agreements with Colorado Wealth Group. Not licensed in all jurisdictions.
