Trailhead Financial Group
We're Financial Cartographers - We map out your goals and milestones in an easy-to-follow format
Trailhead Financial Group is a financial planning firm in Leadville, CO helping clients bridge the gap between where they are and where they want to be.
About
Trailhead Financial Group, led by Chris Ricketts (Financial Planner/Wealth Manager/Certified Financial Fiduciary), provides financial planning services using a 'bucket strategy' ensuring clients have short-term, medium-term and long-term investments. Services include investment management with transparent fee structure, insurance planning (term, disability, long-term care, permanent), IRA planning (Traditional, Roth, SEP, Non-deductible, Spousal, SIMPLE, Self-directed), and 401(k) rollover guidance.
They emphasize ethical fiduciary advice and process-driven planning with a down-to-earth approach. Fee structure ranges from 1.00% for assets up to $100K down to 0.485% for assets above $25M.
Services
Financial Planning
Comprehensive financial planning with a 6-step process from discovery to implementation and annual reviews.
Investment Management
In-depth investment planning and advice using bucket strategy with transparent fee structure.
Insurance Planning
Insurance evaluation and solutions for term, disability, long-term care, and permanent insurance.
IRA Planning
IRA planning including Traditional, Roth, SEP, Non-deductible, Spousal, SIMPLE, and Self-directed IRAs.
401(k) Rollover
401(k) rollover guidance with pros and cons analysis for retirement planning.
