A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
Fee-Only Financial Planners in Littleton, CO:
Fernando Reyes
MBA, CFP®, ChFC®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Eric M. Courage
CFA®, CFP®, CAIA®
MARGIN
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 are not sure what entity to set-up, whether you should register your business as an S-Corp, and you don’t know how or where to find someone who can help you., 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., Can you help me minimize my taxes using real estate? How much real estate should I own versus my overall portfolio versus investing in my business?, How much will this cost me in capital gains to sell, or how can we maximize taxable losses? Better yet, can I get money out of my rentals without paying taxes?
We service clients in Cherry Creek, Glendale, and Denver, CO and virtually throughout the United States.
Reuben J. Brauer
CFP®
Callahan Financial Planning Company
Denver, CO
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
Brian Parker
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Gregory Wells
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Jon Moore
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
David Day
CFP®
Gold Medal Waters, Inc.
Littleton, CO
Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, College Education Planning
We help physicians achieve better, and more certain, outcomes.
Matthew Kelley
CFP®, AIF®, AAMS®
Gold Medal Waters, Inc.
Littleton, CO
Specialties: Strategic Planning, Tax-Aware Investing, Asset Protection, Tax Planning, Public Service Loan Forgiveness
We help physicians achieve better, and more certain, outcomes.
Chuck Bautista
MBA, CRPC®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Michael McGrath
MS, CFP®, CLU®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Nick Hatfield
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Ryan Serrecchia
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Derek Holman
CFP®, AIF®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Liz Cady
CFA®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
William Callahan
RLP®, CFA®, CFP®
Callahan Financial Planning Company
Denver, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Concentrated Stock Risk Management
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
Sara Gardner
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
Paul Staib
CFP®, MBA, RICP®
Staib Financial Planning, LLC
Littleton, 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
Tom Nguyen
CFP®
EP Wealth Advisors
Littleton, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
