Products and Services Your FutureOur first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer. Living Life on Your Terms May Require Change.Doing things differently is how you get from where you are, to where you want to be.Your strategy is built on that premise, and the goal is to help you do it confidently and abundantly. While some strategies will begin with changes in behaviors, some will need to include additional tools to help bring your ambitions to life. Below is a list of some of the tools that your comprehensive strategy could depend on.Financial Planning & StrategiesIndividual and Family PlanningRetirement PlanningEstate PlanningExit & Succession PlanningTax StrategiesCharitable PlanningBusiness PlanningCollege PlanningIndividual Life InsuranceWhole LifeUniversal LifeVariable Universal LifeTerm InsurancePension/TrustEstate GuardIndividual Investment ProductsBondsCommon StockBrokerage AccountsTreasury BillsGovernment SecuritiesTreasury NotesVariable AnnuityIndividual Disability ProductsProfessionals, Families, & Business OwnersProvider EssentialsProvider PremiereProvider SelectRetirement ProtectionStudent Loan CoverageWorksite InsuranceCancer treatmentsStop LossAccidentHospital IndemnitySupplementalMulti-Life DisabilityMulti-Life LifeEnterprise Retirement ProductsMoney Purchasing Plans401(k) Planning403(b) PlanningProfit Sharing PlansCash Balance PlansDefined Benefit PlansEmployee Stock Option Plans (ESOPs)Group Health PlansHealth Insurance*Group DentalGroup VisionGroup LifeGroup Disability (LTD)Group Critical IllnessFlexplan Individual LifeWhole LifeUniversal LifeVariable Universal LifeTerm Insurance*Guardian does not issue nor advise for Health Insurance.Retirement Planning ProductsEducational IRATraditional IRARoth IRASEP IRASimple IRAFixed AnnuitiesVariable AnnuitiesIndexed AnnuitiesQualified Longevity Annuity Contracts (QLACs)Business Owner Disability ProductsDisability Buyout Insurance (Buy/Sell)Overhead ExpenseBusiness Loan Payments You are our specialtyBusiness, personal, and estates large and small; strategic planning is at the core of any financial roadmap. You can lean into our 30 year foundation of financial experience.It's your money, it's your goals, and we are your team. Contact us today and experience why our clients trust Wealth Strategies. Located in Greenwood Village, CO. at the Denver Tech-Center, in Fort Collins, CO. and Salt Lake City (Murray) Utah. Our clients in Colorado, Utah and surrounding states have access to leverage a full range of investment, insurance, retirement, and enterprise products and services to help build a better life. Rich in experience, your financial advisor will help create coordinated asset strategies tailored specifically to your objectives. Above is just a sampling of some of the strategic financial planning services our clients are wisely leveraging everyday. Call Us Today Have a Question? Name Email Address Phone Question Thank you! Oops!