With bachelors and masters degrees from University of Colorado, Jamie is also a CERTIFIED FINANCIAL PLANNER™ Practitioner and Certified Private Wealth AdvisorSM professional. He holds the Series 6, 7, 24, 51, 63 and 65 licenses and State of Colorado Life & Health insurance licenses. For more than 15 years, Jamie has been helping clients work towards achieving their financial goals.
We take a comprehensive approach to wealth management. We coordinate cash flow and budget concerns, tax planning, estate planning, asset protection strategies, retirement income and distribution planning, and investment planning. We adhere to the CFP Board Financial Planning Practice Standards and Code of Ethics.
Review meetings are vital to delivering relevant, timely, and suitable financial advice. We will meet more often with a client as needs arise, or simply to answer a question. We do not charge for extra meetings.
We are proud of our team and strive to provide an unmatched level of service.
While clients of commission-based advisors might not be totally clear how much they pay because the fees and expenses can be hidden or indirect, our fees are clearly visible. We avoid additional “nickel-dime-charges” to our clients by including them in the fee we charge, wherever possible. Our advisors are held to the fiduciary standard, meaning we must put our client’s interests ahead of our own.
At your request we will meet with your tax preparer to seek to coordinate your asset management with your tax planning.
Estate planning is an essential component for our client’s financial health. We can coordinate with your estate planner to review and coordinate asset titling, beneficiary designations, and any other issues as directed by your attorney.
Our team offer strategies to convert retirement assets into sustainable income throughout retirement, based on each client’s unique personal tax, estate, and income needs.
In addition to our regular client meetings we mail timely relevant updates, market reports and other communications. We also invite our clients and their friends to several educational events every year. In 2014 our team held client educational events with topics such as Identity Theft Protection, Social Security Maximization, Retirement Planning, and Health Insurance.
We appreciate the trust our clients have put in us and in return, we endeavor to offer client services that consistently exceeds all expectations.
In addition to the services, events, and communications we mentioned we also offer:
We feel privileged that our clients chose our team to coordinate their financial affairs and we try to thank them repeatedly by meeting or exceeding their expectations, by offering a suite of services unmatched by other advisors, by proactively addressing issues that might be of concern to our clients, and by continuously elevating our expertise. It is a privilege to serve our clients and we proudly take that stewardship with all due care and concern.