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What We Are We are a firm that practices a holistic approach to the financial needs of individual families and businesses. Our goal is first to help you protect what you already have and next to help you work out a plan for reaching your goals and achieving your dreams. We help implement your plans with long-term goals in mind. Our Commitment to You We commit to establish a long-term relationship with you, as our client, to understand your needs, to suggest the best available solutions, and to give you the tools to make vital financial decisions. We will provide recommendations. But you will make the decisions. Our Firm Provides Both Financial and Insurance Services The power of combining financial services with insurance protection allows us to offer you quality recommendations and a broad spectrum of customized solutions. What We Do Not Do Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisers before taking any action that may have tax implications. How Much It Costs We do not charge for consultations. If you purchase an insurance or financial product from us, we earn a commission from the company providing the product. In addition, we are available to serve you and to recommend what we believe is appropriate for your interests. Are There Requirements for Minimum Investments or Insurance Premiums? We don’t have any minimum requirements. However, some of the companies we work with have minimum requirements for certain products, which clients must satisfy. The only expectation we have is that you are as serious about helping yourself as we are serious about helping you. If you are only looking for the cheapest insurance policy around without paying attention to its quality, you are probably not our potential client. However, if you have limited resources but want to get the best value for your dollar, we will be happy to meet with you. How to Meet with Us We have offices in Fort Collins and Loveland, Colorado. Please call us at 970-388-2222 to set up an appointment. Newsletters and Special Events From time to time, we arrange events that are open to the public. If you would like to receive information about these special events, please click here to sign up for our mailing list. You will also receive our monthly newsletters with financial and insurance recommendations. Registered Representative of and securities offered through Securities Management & Research, Inc. (SM&R). |
