Our solutions

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. That is why he meets with a team of experts (CPA, Insurance Specialists, estate attorney, etc.) to review his clients' financial situations. By doing this, he can address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving.

INDIVIDUALS AND FAMILIES WORK WITH RICK TO:

• Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.
• Make smarter decisions in today's uncertain political, economic and social environment.
• Obtain an independent second opinion from a top financial advisor in their community

IN 2013 AND 2014, RICK WAS PRESENTED THE FIVE-STAR PROFESSIONAL AWARD AS A TOP WEALTH MANAGER IN THE GREATER DENVER AREA. HE HAS WRITTEN THREE WHITE PAPERS ENTITLED:

• Will Your Retirement Account Survive the Market Storms?
• Will FERS Fuel Your Retirement?
• Can We Trust TSP through the Market Storms?