AMA Financial Partners

Your Financial Prosperity Starts with YOU

Financial planner in Louisville, CO (show on map)

5.0

★★★★★

2 reviews

Independent fee-only financial planning firm offering hourly financial advice and insurance services in Louisville, Colorado serving Boulder County.

Call (720) 647-6501

Navigate to Visit website

About

AMA Financial Partners was created by Curt Clegg after a successful corporate career in financial services. Uncomfortable with charging clients 1%+ in advisory fees and recognizing how difficult it can be to get an independent insurance review, AMA was created to be a truly independent financial services firm.

As a Certified Financial Planner, fiduciary, and independent insurance agent, Curt provides comprehensive financial planning, personalized insurance solutions, and expert investment advice tailored to unique goals.

Hourly fee model ($250/hour) instead of 1% AUM

Truly independent - shop multiple carriers for insurance

Fiduciary commitment - act in client's best interests

Save clients thousands of dollars a year in premiums and fees

No long-term commitment required

Educational, bottom-up financial review approach

Services

Hourly Fee Financial Planning

Financial planning services on an hourly, fee-only basis at $250/hour. Covers retirement planning, investment advice, budgeting, tax-efficient strategies, and insurance planning.

$250/hour Fee-only No long-term commitment

Independent Insurance Agency

Personalized coverage for auto, home, and umbrella insurance. Works with multiple trusted insurance providers to find the best policies for each client's needs and budget.

Auto insurance Home insurance Umbrella insurance Multiple carriers

Life Insurance and Annuities

Customized life insurance solutions and annuity products from multiple top-rated carriers.

Life insurance Annuities Multiple carriers

401k/Retirement Plan Review

Review and forecast analysis for retirement plans.

401k review Retirement forecast

Budgeting/Cash Flow Analysis

Personal budgeting and cash flow analysis services.

Budgeting Cash flow analysis

Social Security Review

Analysis to optimize Social Security benefits.

Social Security optimization

Credentials & Certifications

Certified Financial Planner (CFP)

Fiduciary

Property/Casualty and Life insurance licensed

Reviews

Rating

★★★★★

Reviews

"Online appointments"

Frequently Asked Questions

What does AMA Financial Partners offer? +

AMA Financial Partners offers hourly fee financial planning ($250/hour), independent insurance agency services (auto, home, umbrella), life insurance and annuities, and various financial planning services including 401k review, budgeting, social security review, college planning, estate planning, and investment review.

What is the AMA model? +

AMA stands for 'Ask Me Anything' — a model focused on helping clients understand their complete financial picture through education and a bottom-up financial review. This model enables saving clients thousands of dollars a year in premiums and fees.

What are the hours of operation? +

Mon - Fri 8:00 am - 6:00 pm, Saturday by appointment, Sunday by appointment.

Where is AMA Financial Partners located? +

Located at 357 McCaslin Blvd #200, Louisville, CO 80027. Phone: 720-647-6501.

What makes AMA different from traditional advisors? +

AMA offers hourly financial advice at $250/hour instead of the typical 1% AUM fee. They are a truly independent firm that can help optimize your complete financial picture. They save clients thousands of dollars a year in premiums and fees.