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A Financial Plan to guide you through Change

A Financial Plan to guide you through Change

Whether the change you are experiencing is a new addition to your family, a job change, an inheritance, or something else, a financial plan can help you make informed decisions with the guidance of an objective and experienced planning professional.

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A Financial Plan to guide you to and through Retirement

A Financial Plan to guide you to and through Retirement

A comfortable, professional and best-in-class financial planning process to help you prepare for and enjoy your retirement with less stress.

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A Financial Plan customized for the Business Owner

A Financial Plan customized for the Business Owner

A financial planning process customized to YOUR needs, answering YOUR questions, achieving the success YOU are reaching for

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I work with you

I work with you

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

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Supporting the community

Supporting the community

Running a small business is about more than profit and loss.  As a financial planner in Lakewood, Colorado I believe local business has a unique ability to contribute to the overall health of our community.

Helpful content

As a financial planner in Lakewood, Colorado I offer a library full of resources for you to learn more.

What's My 2022 Tax Bracket?

What's My 2022 Tax Bracket?

Knowing your tax bracket can make a large difference in your tax preparations. Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgement.
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What is most important to you?

I would love to hear about your goals and discover, with you, how I can help you pursue them. Contact me today to schedule an appointment to discuss your financial goals and strategies to pursue them.

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