Empowerment Financial Services

Where Financial Confidence Meets Smart Planning

Accounting firm in Wheat Ridge, CO (show on map)

5.0

★★★★★

3 reviews

Financial services firm in Wheat Ridge, CO offering financial planning, tax planning, business exit planning, life insurance, and investment management.

Call (303) 962-2117

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About

Empowerment Financial Services is dedicated to helping individuals and businesses achieve financial success and independence. The firm offers expert services including Financial Planning, Tax Planning, Business Exit Planning, and Investment Management, tailored to unique goals and needs.

The mission is to empower clients with the knowledge, tools, and strategies to make informed financial decisions and secure their future.

Fiduciary and objective advice

Proven financial planning process

Modern culture of advisors

12+ years of experience

Transparent fee structure

Free consultation available

Comprehensive services under one roof (financial planning, tax, exit, insurance, investments)

Services

Financial Planning

Comprehensive financial planning to help build a secure and prosperous financial future. Includes financial assessment, goal setting and strategy development, risk management, retirement planning, estate planning, and ongoing monitoring.

Comprehensive financial assessment Goal setting and strategy development Risk management Retirement planning Estate planning Ongoing monitoring and adjustments

Tax Planning

Comprehensive tax planning strategies to minimize tax liabilities and maximize savings. Includes income tax planning, retirement tax strategies, small business tax planning, capital gains management, estate and gift tax planning, and tax planning for major life events.

Income tax planning Retirement tax strategies Small business tax planning Capital gains and investment tax management Estate and gift tax planning Tax planning for major life events

Business Exit Planning

Comprehensive services to prepare businesses for successful transitions. Includes valuation analysis, exit strategy development, tax planning and optimization, succession planning, due diligence preparation, and negotiation and deal structuring.

Valuation analysis Exit strategy development (sale, merger, acquisition, succession) Tax planning and optimization to minimize capital gains Succession planning Due diligence preparation Negotiation and deal structuring

Investment Management

Professional investment management to help achieve financial goals through strategic investing. Includes portfolio analysis and construction, asset allocation strategy, risk management, performance monitoring and reporting, tax-efficient investing, and retirement planning.

Portfolio analysis and construction Asset allocation strategy (equities, bonds, mutual funds, ETFs) Risk management (diversification, rebalancing, hedging) Performance monitoring and reporting Tax-efficient investing (tax-loss harvesting) Retirement planning and investment

Life Insurance

Expert guidance on selecting the right life insurance policy. Includes personalized needs assessment, term life, whole life, and universal life insurance, policy comparison, and ongoing policy management.

Personalized needs assessment Term life insurance Whole life insurance Universal life insurance Policy comparison and selection Ongoing policy management

Reviews

Rating

★★★★★

Reviews

"Quick service & very trustworthy."

Frequently Asked Questions

What services does Empowerment Financial Services offer? +

Empowerment Financial Services offers Financial Planning, Tax Planning, Business Exit Planning, Life Insurance, and Investment Management services.

Where is Empowerment Financial Services located? +

Empowerment Financial Services is located at 4501 Wadsworth Blvd., Suite 300, Wheat Ridge, CO 80033. Phone: 303-962-2117.

What is Empowerment Financial Services' tagline? +

The firm's tagline is 'Where Financial Confidence Meets Smart Planning.'

What is EFS's fiduciary approach? +

EFS provides fiduciary and objective advice — putting clients' interests first.

What are the key steps in EFS's financial planning process? +

EFS follows a four-step process: (1) Client Discovery and Assessment, (2) Plan Development, (3) Implementation, (4) Ongoing Management and Review.

What does EFS's business exit planning include? +

Business exit planning includes valuation analysis, exit strategy development (sale, merger, acquisition, succession), tax planning and optimization, succession planning, due diligence preparation, and negotiation and deal structuring.

How does EFS handle tax-efficient investing? +

EFS incorporates tax-efficient strategies including tax-loss harvesting, selecting tax-advantaged accounts, and strategically timing trades to maximize after-tax returns.

What is the fee structure at EFS? +

Fees depend on the specific services required and the complexity of the financial situation. The firm offers a transparent fee structure and provides a detailed estimate during consultation.