What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Highlands Ranch, CO area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Highlands Ranch, CO Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Reuben J. Brauer
Callahan Financial Planning Company
Specialties: Preparing for Retirement, Retirement Income Planning, Investment Advice, Comprehensive Financial Planning, Tax Planning
A fee-only financial advisor you can trust for your retirement: safe withdrawal rates, efficient tax planning, appropriate investment allocation, estate planning, holistically, all in one place
CFA®, CFP®, CAIA®
Greenwood Village, CO
Specialties: Your problems we specialize in:, Which accounts should I withdraw or invest into first to lower my taxes? What’s a Mega Backdoor Roth or Backdoor Roth? How do I harvest large gains, or create losses to lower my overall taxes? What are the tax benefits of converting to a Roth IRA?, What are my trade-offs for paying off my mortgage? Like tax implications, my rates versus projected investment returns, portfolio withdrawals, cash on hand, and how I feel about debt?, How much can I withdraw from my portfolio without running out of money? What specific and individual factors will impact my personal withdrawal rate?, You have a CPA. Sure, they put all your numbers in boxes, but you need proactive planning and an overall strategy to minimize taxes. You don’t only need help for your business; you need help for your personal taxes too. It would be nice if someone would call you back.
We service clients in Cherry Creek, Glendale, and Denver, CO and virtually throughout the United States.
Ten Talents Financial Planning, LLC
Highlands Ranch, CO
Specialties: Retirement Income Planning, Comprehensive Financial Planning, Investment Management
Flat-price, fiduciary financial planner located in Parker, CO, serving clients locally and also virtually, across the country.
CFP®, EA, M.Div., Th.M.
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Castle Rock, CO
Specialties: Values-based Financial Planning, Investment Management, College Education Planning, Tax Planning - Leave Government No Tips!, Retirement Planning
Our first meeting is us talking about your values around money. We use those values to drive our planning process. It's not about numbers and doing what we think is right, it is all about doing what is right for YOU! Our whole process is done virtually, we meet you where you are!
CFP®, MBA, RICP®
Staib Financial Planning, LLC
Highlands Ranch, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Social Security Income Planning, Tax Planning
Fee-Only Financial Advisor serving the greater Highlands Ranch | Littleton | Denver | Parker | Aurora, CO