Our goal is to provide you with all the information you need to make the most important decisions about managing wealth in your retirement, in formats that are easy to understand. Browse our library of financial planning videos on topics including retirement investment, asset management, and strategic wealth management.
If you have any questions, please contact our independent investment advisors online or by calling 303-741-9882.
Monthly Financial Insights
Healthcare Planning; May 2017
In this month’s episode of Monthly Financial Insights Jordan discusses recent economic and market headlines and shares a few essential tips for healthcare planning.
How to save for retirement; April 2017
In this month’s episode of Monthly Financial Insights Jordan shares recent economic updates and helpful tips on saving for retirement.
Monthly Financial Insights: Essential Tax Tips for IRAs; March 2017
In this month’s episode of Monthly Financial Insights Jordan shares recent economic updates and goes over a few essential tax tips for IRAs
Social Security: A New Dawn, A New Day
What you’ll learn in this video could prevent you from getting cheated out of tens-of-thoudands, if not hundreds-of-thousands of dollars in Social Security benefits.
How to Maximize Your
Learn what you can be doing right now to get ready for retirement.
How To Save For Retirement
Financial security in retirement doesn’t just happen. It takes planning and commitment and -yes – it takes money.
Most Americans haven’t determined their retirement income needs. Work with us to understand the risk and reward of the tax efficient retirement strategy.
Financial Planning Videos
Healthcare expenses are the #1 cause for personal bankruptcy in America. This video stresses why it’s important to plan now for the high cost of healthcare in retirement.
A lot of people think trusts are only for the super-wealthy. Not true. Trust can benefit anyone who want to manage how they leave their money to their family.
If you’re providing care to your parents, you’re not alone. But the challenges of taking care of our aging seniors can be expensive and emotional. Where do you start?
Business Financial Videos
Business continuity planning is as important for your financial future as running the business is today.