Am I on track for retirement? Will my spouse be taken care of if something happens to me? Are there additional tax strategies I can implement in addition to the advice I’m getting from my tax professional? How do I optimize my social security benefits?
These are just a few of the questions that we help our clients navigate with clarity and confidence. With our personalized and comprehensive approach to wealth management, we walk along side you as we strive to be your trusted financial partner and provide guidance for the road ahead.
Ensure a fulfilling retirement with comprehensive retirement planning strategies that are customized to your individual situation and goals.
Build wealth for the future with a personalized portfolio of stocks, bonds, annuities, IRAs, and more.
Preserve your legacy with asset protection strategies including life insurance, long-term care insurance, estate planning, and more.
We work closely with your CPA to minimize your tax burden through tax-efficient investments, charitable giving strategies, IRAs, and more.
We specialize in advanced charitable giving strategies that benefit the causes that matter most to you while striving to maximize your wealth.
We collaborate with your estate attorney and CPA to ensure your legacy is protected while minimizing future tax liabilities.
It's never too early to start planning your business succession. We help you evaluate your options, value your business, and create a plan to exit on your terms.
College is a major investment in your child or loved one's future. We walk you through your options and help you plan for educational expenses with tax-efficient strategies.
Have your sights set on purchasing a vacation home or establishing a scholarship at your alma mater? We help you identify what really matters and create a plan to help you achieve it.
“Adam Bott is the coolest person ever.”
We understand that choosing someone to trust with your financial future is a big decision, and is something we don't take lightly. We invite you to get to know our team, our services, and our philosophy. Complete the form and we'll reach out to you shortly to answer your questions or schedule your complimentary consultation. If you need immediate assistance, please call (970) 686-9213.
Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, ID, IN, MO, NC, NV, NY, OH, SC, SD, TX, WY
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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