Colorado Financial Advisors

Financial planner in Greenwood Village, CO (show on map)

4.9

★★★★★

82 reviews

Trusted Colorado financial advisors since 1990, specializing in comprehensive wealth management, retirement planning, and investment strategies.

Call (720) 642-1296

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About

Colorado Financial Advisors is a full-service financial advisory firm based in Greenwood Village, Colorado, serving clients since 1990. Specializing in wealth management, retirement planning, and investment strategies, the firm provides personalized guidance for individuals, families, and business owners.

Their services include comprehensive financial planning, retirement planning, investment management, insurance solutions, and mortgage financing. The firm prides itself on independent thinking, sound advice, and a commitment to client relationships built on trust and expertise.

Comprehensive wealth management

Fee-based planning

Independent advisory services

Diverse product offerings

Personalized retirement and investment strategies

Services

Retirement Planning

Comprehensive retirement planning strategies designed to help clients work toward financial independence.

Personalized retirement roadmaps Goal setting and strategy development Regular plan monitoring and adjustments

Investment Management

Professional investment management aligned with clients' goals and risk tolerance.

Fee-based planning Three-meeting process: Discovery, Implementation, Initial Progress Update Ongoing meetings for insurance review, progress review, and annual updates

Financial Planning

Comprehensive financial planning services tailored to individuals, families, and businesses.

Personalized financial plans Goal setting and strategy development Regular plan monitoring and adjustments

Insurance Planning

Life insurance, disability income insurance, annuities, Medicare supplement, long-term care, and mortgage financing solutions.

Life insurance options Disability income insurance Annuities and Medicare supplement plans Long-term care insurance Mortgage financing through affiliate Colorado FA Mortgages

Investment Strategies

Active management, passive indexing, hybrid approach, alternative investments, and sustainable investing options.

Active management with regional economic insights Passive indexing strategies Hybrid approach combining fee-only advisory with professional management Alternative investments (REITs, commodities, private capital) ESG-focused sustainable investing

Tax-Efficient Investing

Maximize after-tax returns through strategic tax planning, tax-loss harvesting, and asset location optimization.

Tax-loss harvesting Asset location optimization Tax-efficient investment vehicles

Credentials & Certifications

LUTCF®

CFP®

CLU®

Reviews

Rating

4.9

★★★★★

Reviews

"He’s knowledgeable, kind, and honest."

Frequently Asked Questions

What is the process for retirement planning at Colorado Financial Advisors? +

The process includes a discovery meeting to complete a data sheet fact finder, an implementation meeting to take action on the plan, an initial progress update, and ongoing meetings for insurance review, progress review, and annual updates.

How does Colorado Financial Advisors handle investment risk? +

They implement risk management strategies including rebalancing, hedging techniques, and appropriate position sizing to help protect your wealth. Diversification is used to manage investment risk but does not guarantee profit or protect against loss.

What specialties do the advisors at Colorado Financial Advisors have? +

Specialties include Retirement Planning, Fee-Based Planning, Financial Planning, Investment Planning, Social Security Planning, Pension Planning, Income Planning, Tax Efficiency Planning, Insurance Planning, Small Business Succession Planning, and Retirement Plan Services. They also serve as Mortgage Loan Originators (NMLS 1698629).

What is the role of the Advanced Planning Specialist at Colorado Financial Advisors? +

The Advanced Planning Specialist focuses on retirement spending strategies, helping clients plan for sustainable income in retirement rather than solely accumulating assets. They provide personalized guidance based on clients' long-term financial goals.

What qualifications are required for a Financial Advisor at Colorado Financial Advisors? +

Candidates must obtain all necessary licenses and attend sales and industry training. Prior sales experience is not required, but the role involves advising clients on investment strategies and financial decisions.

How does Colorado Financial Advisors ensure independence in their advisory services? +

They represent multiple insurance carriers and investment platforms, offering variety and choice to meet client needs. Their independence means they are not limited to a single company's products, allowing tailored strategies for individual and business needs.