• Meet Rick

    Rick and his team provide wealth management solutions to successful pre-retirees and federal employees in the Greater Denver Area. Rick follows a 5-step comprehensive wealth management process.

    Our Team
  • Wealth Management

    Learn more about our consultative process.Our wealth management consultative process serves as our framework, but it is only the beginning.

    Our Services
  • White Papers, Great Links and More

    Our Resources


Wouldn’t it be great if you could live your life with confidence? Imagine retiring and doing all the things that are important to you such as travel, hobbies, time with family, time with kids or grandkids, time helping others in a charity or church, etc. without worrying about the things that are out of your control such as the global economy, politics, and financial markets.

Wouldn’t you enjoy life more if you could freely live without worrying about outliving your money?

Our mission is to help release you from these concerns so you can be free to discover and pursue your dreams.

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