1155 Kelly Johnson Blvd., Suite 400Colorado Springs, CO 80920
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the foundation of our success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
A values-based approach
Our greatest joy is building lasting relationships with our clients. We see our clients as an extension of our family, and we believe success demands a deep understanding of your cherished dreams and unique needs.
What Our Kids Can Teach us About Saving Money
Should You Tap Retirement Savings to Fund College?
The products and services to help you get there. Waddell & Reed offers investments, access to insurance and comprehensive financial planning.
Running a small business is about more than profit and loss. It’s about contributing to the health of the community and being a good neighbor.
Your needs and priorities will shift at various turning points in life, and so should your financial strategy. We can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.
We offer a full library of resources to help boost your financial planning knowledge.
How much money will you need for retirement? What retirement savings vehicles should you be considering? Get answers here.
Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
One of the keys to a sound financial strategy is spending less than you take in. Get tips on budgeting and money management.
We would love to hear about your goals and discover, with you, how we can help you pursue them. Contact us today to schedule an appointment to discuss your financial goals and strategies to pursue them.