Traverse Planning

Financial planner in Lakewood, CO (show on map)

Centennial CO fee-based RIA affiliated with Clear Creek Financial Management, offering financial planning, tax planning, investment management, and estate planning.

Call (303) 957-0307

Navigate to Visit website

About

Traverse Planning is a fee-based registered investment advisor affiliated with Clear Creek Financial Management. Located at 7500 E Arapahoe Rd Ste 382, Centennial, CO 80112, the firm offers financial planning, tax preparation and planning, investment management, estate planning, and equity compensation services.

Founder Laurence Schiffman CFP leads the firm.

Fee-based RIA

Affiliated with Clear Creek Financial Management

CFP credentialed founder

Services

Financial Planning

Comprehensive financial planning services.

Comprehensive planning Goal-based strategy

Tax Preparation and Planning

Tax return preparation and year-round tax planning.

Tax prep Tax planning Projection

Investment Management

Portfolio management and investment strategy.

Portfolio management Asset allocation

Estate Planning

Estate planning and wealth transfer strategies.

Estate planning Trust planning

Equity Compensation Services

Planning for stock options and equity compensation.

Stock options Equity compensation

Credentials & Certifications

CERTIFIED FINANCIAL PLANNER (CFP)

Registered Investment Advisor (RIA)

Frequently Asked Questions

What is Traverse Planning? +

Traverse Planning is a fee-based registered investment advisor affiliated with Clear Creek Financial Management, offering financial planning, tax services, investment management, estate planning, and equity compensation services.

Where is Traverse Planning located? +

Traverse Planning is located at 7500 E Arapahoe Rd Ste 382, Centennial, CO 80112.