Join us for a quick one hour meeting to learn more about our organization, the Longmont Chapter, and how being a member will help you accomplish your goals!
- Day: Wednesdays
- Time: 8:00am - 9:15am
I help individuals and families to make better decisions in the context of their personal financial plans. For business owners, that means helping them to understand how the business fits as either an asset which will eventually be liquidated or as a source of income to cover living expenses and savings. I can help with business retirement plans such as SEPs, SIMPLEs, 401(k)s, as well as to look at the comprehensive picture - risk management, estate and legal documentation and investment needs. I operate as a fiduciary, which means I am legally obligated to act in the best interest of each client. I also operate on a fee-only basis, which means my recommendations generally are objectively motivated by client need and not by the possibility of an incremental commission.