Broker Check

What Makes Us Unique

Every business feels that they are unique and special.  We really do provide some unique features and values that other financial services and advisors do not provide their clients.  Some of our unique services and experience are

Concierge Service 

We provide highly personalized service for our clients.  Part of that service is for our client's convenience, we travel to them for the most part.  We meet our clients at their homes, work or business.  When needed, we do have office space at the Fort Collins and Loveland Executive Suites.  Given COVID restrictions, we do conduct client meetings by phone and by computer conferencing.

We intentionally restrict the number of families that we take on as clients.  Unlike many advisors that have hundreds of clients (some thousands), we limit our practice to only the number of households that we can comfortably provide a high level of service to, and we believe that is what our clients expect.  We currently serve a little over 50 families and have room to add 5 - 10 new families this year.

If you would like to see if we might be a fit to help your family, please fill out the form below or give us a call.  We would appreciate the opportunity to meet with you.


Unique Investment Style

We provide our clients "Institutional Quality Investment Management Services".  This is one of the biggest differences between us and other financial advisors.  The width and breadth of the investment options that we use for our clients is far greater than most advisors have access to.  In some cases, we are only one or two investment advisors that have access to a particular investment in the whole State of Colorado.


Years of Experience

We have over 20 years experience in financial planning, and we have the life experiences that allows us to provide a more seasoned perspective to the advice we offer our clients.  What we have experienced allows us to provide recommendations based on personal issues dealing with Special Needs Child, Using Trusts effectively and Using Trusts ineffectively in Estate Planning.  Done wrong, it can rip families apart, and it has.  We have experienced this, and over the years we have seen it rip apart families of our friends and clients as well.


Fiduciary

As mentioned on almost every page of this website, we are a Fiduciary.  That means that we put our clients interest ahead of our own when making investment and financial decisions to our clients.  Even without a legal requirement to do so, that is how we roll. 

Always have, Always will..


Comprehensive Website and Webinars

we provide our clients with as many opportunities to be informed and educated.  Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Pre COVID, we would do several client events during the year.  As it is obvious now that the impact of COVID will remain with us you far longer.  Because of that, and the fact that many of our clients have decided to relocate or retire in different states, we will be doing some webinars each month on different topics of interest.  As we develop some of our webinar experiences, we intend to record as many of them as possible to be a resource for you.




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