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