The Guidance You Need as You Work Toward a Happy, Healthy Long-Term Relationship with Your Money

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Our Philosophy

Goals

Together we’ll define what you want your wealth to accomplish.

Plan

Once goals have been determined, we’ll create a plan to help get you there, while allowing you to sleep easy at night.

Discipline

We will guide you on how to stay consistent and disciplined as we strive to achieve your financial goals.

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Generosity Wealth Updates

Being Proactive with special guest Chris Schipske

Being Proactive with special guest Chris Schipske

It will never rain roses: when we want to have more roses, we must plant more roses. ― George Eliot 80 percent of reaching your financial goals is clearly defining them and having a plan for how to get there, proactively discussing any speed bumps, big or small. One...

2021 Quarter 1 Financial Review

2021 Quarter 1 Financial Review

Powerful emotions drive irrational thinking in all areas of our lives. Twelve months ago we had an awful lot of irrational thinking. There was no way that anyone could have predicted that we would be where we are today, that the financial market would have not only recovered but experienced growth. It seemed like the recovery timeline should have taken longer, but it didn’t. But how did people fare? When you look back 12 months ago the people who made the best decisions were those that were in control of their emotions. Those who weren’t on the other hand, didn’t fare as well.

Let’s discuss why this is so and why looking long-term is always important, no matter what’s happening in the world.

Beyond the Technical Analysis

Beyond the Technical Analysis

30 years ago, financial advisors were the primary source for market information, such as how things are performing, statistics, etc. Access to the information was not readily available to the general public and it was a financial advisor’s job to communicate specifics with clients.

Now, thanks to the internet, anyone can access pretty much any information they want, any time they want. Thus, we generate much more value by showing you what to do with all this free flowing knowledge and analysis.

Put Your Wealth to Work for You

885 Arapahoe Ave.
Boulder, CO 80302
303-747-6455

Let’s test our compatibility, connect with us today for a complimentary phone consultation.

Check the background of this investment professional on FINRA’s BrokerCheck.