Financially Speaking, Inc.

Innovative Solutions for a Richer Life

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

5.0

★★★★★

1 reviews

Financially Speaking, Inc. is a fee-only financial advisor in Greenwood Village, CO offering comprehensive financial planning and investment management services for individuals and families.

Call (303) 290-0702

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About

Financially Speaking, Inc. is a fee-only financial advisor firm in Greenwood Village, Colorado. Founded in 1991, they provide innovative financial planning and investment management solutions to individuals, families, and business owners.

Their services include retirement planning, investment management with active daily monitoring, education planning, estate planning, tax planning, and insurance evaluation. As a fee-only advisor, they do not sell products or receive commissions, providing unbiased advice tailored to client needs. Their team includes CFP and CMA professionals.

Fee-only advisor with no commissions or product sales

Active investment management with daily monitoring

34 years of experience since 1991

CFP and CMA credentials on staff

Dynamic asset allocation approach

Services

Retirement Planning

Help selecting and establishing retirement plans including SEP, Simple, Traditional and Roth IRAs, i401K, and Profit Sharing.

SEP IRA Simple IRA Traditional IRA Roth IRA i401K Profit Sharing

Investment Management

Active investment management with daily monitoring using no-load-no-transaction-fee mutual funds through Charles Schwab, with dynamic asset allocation.

Daily Monitoring Charles Schwab Dynamic Asset Allocation No-load Funds

Education Planning

Exploration of options to fund children's education including 529 Plans, custodial accounts, and other parental investing plans.

529 Plans Custodial Accounts Education Investing

Estate Planning

Facilitation of estate planning process in coordination with clients' attorneys.

Estate Coordination Attorney Collaboration

Tax Planning

Tax planning services to help minimize tax burden by working directly with tax professionals.

Tax Minimization Coordination with Tax Professionals

Insurance Evaluation

Evaluation of insurance needs and recommendations without commissioned products.

Needs Analysis Unbiased Recommendations

Credentials & Certifications

CERTIFIED FINANCIAL PLANNER (CFP)

Certified Management Accountant (CMA)

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What makes Financially Speaking different from other advisors? +

As a fee-only financial advisor, Financially Speaking does not sell products or receive commissions, providing completely unbiased advice. Their active management style dynamically adjusts investment strategy with market conditions.

What investment approach does Financially Speaking use? +

They use active management with daily monitoring of client portfolios, incorporating no-load-no-transaction-fee mutual funds through Charles Schwab. They employ dynamic asset allocation that changes with market conditions.

When was Financially Speaking founded? +

Financially Speaking, Inc. was founded in 1991 by Philip H. Luccock.

What retirement plans does Financially Speaking help with? +

They help with SEP, Simple, Traditional and Roth IRAs, i401K, and Profit Sharing retirement plans.