- Independent Financial Advisor.
- Fee-Only Fiduciary Investment Advisory Services.
- Primarily utilize No-Load Mutual Funds and Low Cost Investment Solutions with Low Expense Ratios.
- Specialize in helping Widows and Divorceés navigate their way through Investment Solutions & Retirement Options.
- Serving Clients in Boulder County, Statewide, and around the Country.
Our Investment Philosophy is Focused on Your Retirement "DREAMS":
D - Diagnose and Design
R - Risks and Retirement
E - Evaluation and Expectations
A - Asset Allocation and Assets into Income
M - Monitoring and Modifying
S - Social Security and Sequence of Returns
Contact us to Discuss Your Income Needs and Retirement Dreams Today.
Retirees
Nurturing wealth so you can live a longer, better life.
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Women Investors
Understanding the challenges women face and how to help.
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Widows
There's no reason to go it alone.
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"Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act."
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Expertise
Knowledgeably Applied
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
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Resources
Vital to Success
There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.
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Commitment
Worth Mentioning
Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in the country.
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