New Colorado Springs Office Location
We are excited to be in our new Colorado Springs office. We are still in the same area, just a block west of our old Nevada Ave. location. Please look for us (and stop in to say hi) at our new location: 620 N Tejon St. Suite 101, Colorado Springs. Note: We’re...
Rollovers and Consolidation – The Process Made Simple
If you find yourself overwhelmed by the number of accounts you have to manage — from retirement and investment accounts to bank accounts and trusts — you’re not alone. It’s all too easy to lose track of them all. Consolidating 401(k)s and other retirement...
Impactful Investing with ESG (Environmental, Social, Governance)
As investors we can actively participate in promoting sustainability. Not only can we improve our environment, but we can take part in improving safe working conditions, fair pay, promoting education, and helping those in need.
Three Smart Ways to Give to Charity
Charities and non-profits fill a much-needed gap left by the government and public sector to provide needs for human services, education, environment, religion and so much more. Here are three ways to support the charity of your choice while also benefitting...