Coleman Capital and Risk Management, Inc.
Comprehensive financial planning for federal and state employees, business owners, families, and individuals
Coleman Capital and Risk Management provides comprehensive financial planning services for federal and state employees, business owners, families, and individuals in the Littleton, Colorado area.
About
Planning for your financial success in these complex and uncertain times requires a broad knowledge of everything from tax laws to the best ways to avoid needless estate shrinkage. They prefer a team approach for clients and collaborate with accountants and other qualified professionals to work towards the best possible outcome.
They offer independent advice and do not have any ownership interest in any of the products they may recommend.
Services
Risk Management
Identifying and managing financial risks to protect assets and ensure financial security.
Retirement Accumulation and Distribution Strategies
Planning for retirement savings accumulation and systematic distribution during retirement.
Asset Allocation
Strategic allocation of investments across different asset classes to meet financial goals.
Tax Planning
Planning strategies to minimize tax liability and maximize after-tax wealth.
College Planning
Planning for education expenses and college savings strategies.
Estate Planning
Planning for the transfer of assets and wealth to heirs while minimizing estate shrinkage.
