- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Greenwood Village, CO
Dan Andrews is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Financial 'Adulting' Guidance & Encouragement for Millennials. Our goal is to make Financial Planning fun!
Dan Andrews, CFP® enjoys guiding and encouraging millennials through their financial 'adulting' responsibilities. His behavioral-finance style focuses on helping individuals in the Well-Rounded Success community define his/her own definition of success, make good decisions, and to also be philanthropic while along their journeys.
A millennial helping millennials with Proactive Adulting responsibilities. A fee-only CERTIFIED FINANCIAL PLANNER™ who acts as a fiduciary - meaning he puts his client's interests before his own.
At the heart of the Well-Rounded Success brand is the desire to lead a community of giving millennials while helping others live the lives they intend. We choose to focus our efforts on those pursuing well-rounded lifestyles by:
1) Inspiring our community to live life with intention.
2) Helping people within our community prepare a financial foundation to live the lives they intend.
3) Hosting events to bring together well-rounded people.
4) Practicing what we preach.