Fee-Only Financial Planners in Lone Tree, CO

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 Lone Tree, CO:

Paul Staib

CFP®, MBA, RICP®

Staib Financial Planning, LLC

Lone Tree, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving the greater Highlands Ranch | Littleton | Denver | Aurora CO

David Day

CFP®

Gold Medal Waters, Inc.

Lone Tree, CO

Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, College Education Planning

We help physicians achieve better, and more certain, outcomes.

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.

Matthew Kelley

CFP®, AIF®, AAMS®

Gold Medal Waters, Inc.

Lone Tree, CO

Specialties: Strategic Planning, Tax-Aware Investing, Asset Protection, Tax Planning, Public Service Loan Forgiveness

We help physicians achieve better, and more certain, outcomes.

Erin Hadary

MBA, CFP®, CAP®

Moneta

Denver, CO

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner specializing in private wealth management and philanthropic planning

Nestor Vargas

CFP®

Green Mountain Planning

Lone Tree, CO

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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)

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