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Profile
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Specializing in Wealth Management utilizing Tax Strategies |
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27 years experience in tax law and money management |
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Disciplined and focused on our client’s goals |
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Creating and implementing financial strategies for our clients |
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Monitoring and adjusting strategies complimenting their ever-changing lives |
We would love to hear from you!
With two financial experts on staff, we are dedicated to providing a safe and supportive environment for each client. This permits us to jointly prioritize and implement wealth building strategies unique to each individual’s personal values.
We strive to demonstrate support, education, and respect to every person with an expectation of building a long-term relationship with each client and their family
Success for our clients is measured by our mission for excellence.
Expertise
•Life Insurance
•Long Term Care Planning
•Small Business Pension
•Small Business Owner Financial Strategies
•Real Estate Tax Law Consultation
•IRS Representation
•Tax Preparation and Planning
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Areas of Focus
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Map
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Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 73,000 consumers) and registered financial services representatives (over 8,500 financial services professionals) to evaluate the approximately 15,500 wealth managers in the Denver area (includes Denver, Douglas, Jefferson, Adams, Arapahoe, and Broomfield counties in the state of Colorado). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Denver area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional, 5280 Magazine or ColoradoBiz.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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