Mountain West Retirement, LLC

Your Roadmap to Retirement

Financial planner in Parker, CO (show on map)

Mountain West Retirement provides retirement planning services using the REALtirement® Roadmap process, focusing on tax minimization, investment strategies, and holistic financial guidance.

Call (720) 907-8260

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About

Mountain West Retirement, led by Founder and Financial Advisor David Selden, offers a comprehensive REALtirement® Roadmap process that includes discovery meetings, portfolio reviews, plan reviews, and ongoing client experience meetings. The firm provides income planning, tax minimization, investment planning, legacy planning, and health care planning to help clients achieve a fully funded, on-time retirement.

REALtirement® Roadmap process

Biblically wise financial and retirement guidance

Focus on Kingdom-focused financial planning

Services

Income Planning

Assesses savings to ensure reliable and predictable monthly retirement income, addressing Social Security, inflation, and spousal needs.

Maximizing Social Security Analyzing income and expenses Mitigating Inflation Addressing spousal needs Actively managing assets

Investment Planning

Active management of remaining assets for growth and preservation, tailored to risk tolerance and goals.

Assessing your risk tolerance Adjusting your portfolio to reduce fees Mitigating and controlling volatility Reducing risk while meeting goals Protecting against longevity

Tax Minimization Planning

Strategies to minimize tax liabilities and maximize savings for retirement.

Assessing the taxable nature of current holdings Exploring IRA planning Incorporating tax-deferred or tax-free money Determining fund drawdown to minimize tax burdens Leveraging qualified funds for beneficiaries

Health Care Planning

Planning for rising health care costs, including Medicare and long-term care insurance.

Reviewing all aspects of Medicare, Parts A, B, and D Analyzing options for long-term care insurance

Legacy Planning

Estate planning to maximize tax efficiency and ensure assets are distributed to beneficiaries.

Maximizing estate and income tax planning opportunities Protecting assets in trust and avoiding probate Preventing IRA and qualified accounts from becoming fully taxable to beneficiaries