Meet the Team

We Work With You
Your needs and priorities will shift at various turning points in life, and so should your financial plan. We can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.

Supporting the Community
Running a small business is about more than profit and loss. As financial planners in Lakewood, Colorado we believe local business has a unique ability to contribute to the overall health of our community.
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
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