Enlightened Wealth Services, LLC
5.0
Enlightened Wealth Services, LLC provides retirement planning, investment, estate planning, insurance, and tax guidance for individuals in Littleton, Colorado.
About
Enlightened Wealth Services, LLC was started by Emily Harris in January 2018. She has been in the insurance and financial services industry for over twenty years.
Her primary goals are taking care of her clients and guiding them to simple strategies. Her main areas of focus are retirement planning, insurance, education funding and long term care. She is aligned with LPL Financial as her broker dealer.
Services
Retirement Planning
Retirement planning services to help clients prepare for and achieve their retirement goals.
Investment Services
Investment services through LPL Financial including weekly market commentary and research.
Estate Planning
Estate planning services to help protect assets and plan for future generations.
Insurance
Life, health and disability insurance services through LPL Financial.
Tax Guidance
Tax guidance and planning services for individuals.
Retirement Plan Services
Employer retirement plan services including fiduciary best practices, plan health checks, and ERISA support through LPL Financial.
Credentials & Certifications
Reviews
