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Your Future

Our 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 & Strategies

  • Individual and Family Planning
  • Retirement Planning
  • Estate Planning
  • Exit & Succession Planning
  • Tax Strategies
  • Charitable Planning
  • Business Planning
  • College Planning

Individual Life Insurance

  • Whole Life
  • Universal Life
  • Variable Universal Life
  • Term Insurance
  • Pension/Trust
  • Estate Guard

Individual Investment Products

  • Bonds
  • Common Stock
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Individual Disability Products

  • Professionals, Families, & Business Owners
  • Provider Essentials
  • Provider Premiere
  • Provider Select
  • Retirement Protection
  • Student Loan Coverage

Worksite Insurance

  • Cancer treatments
  • Stop Loss
  • Accident
  • Hospital Indemnity
  • Supplemental
  • Multi-Life Disability
  • Multi-Life Life

Enterprise Retirement Products

  • Money Purchasing Plans
  • 401(k) Planning
  • 403(b) Planning
  • Profit Sharing Plans
  • Cash Balance Plans
  • Defined Benefit Plans
  • Employee Stock Option Plans (ESOPs)

Group Health Plans

  • Health Insurance*
  • Group Dental
  • Group Vision
  • Group Life
  • Group Disability (LTD)
  • Group Critical Illness
  • Flexplan Individual Life
  • Whole Life
  • Universal Life
  • Variable Universal Life
  • Term Insurance
*Guardian does not issue nor advise for Health Insurance.

Retirement Planning Products

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Fixed Annuities
  • Variable Annuities
  • Indexed Annuities
  • Qualified Longevity Annuity Contracts (QLACs)

Business Owner Disability Products

  • Disability Buyout Insurance (Buy/Sell)
  • Overhead Expense
  • Business Loan Payments

You are our specialty

Business, 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.

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