Ensuring Financial Security During Illness

Ensuring Financial Security During Illness

We value the deep trust our clients place in us, especially in the face of challenging circumstances. A poignant example is our work with a valued client who is navigating the complexities of dementia. This situation goes beyond financial management—it’s about...
New Colorado Springs Office Location

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

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...
Three Smart Ways to Give to Charity

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...
How to Roll a Snowball Uphill

How to Roll a Snowball Uphill

By Ryan Turbyfill, MBA Financial Advisor As with many parts of our country, it has been very hot here in Colorado. The other day as the thermometer soared, I saw a social media post that made me laugh: “Thankfully it’s not snowing, can you imagine...