Chulick & Kozleski / Financial Advisor in Woodland Park, Colorado

We are a Certified Public Accountant and Financial Planning firm. As such we put in writing that we honor our fiduciary obligations to you as our client first and foremost. Other brokers or financial advisor firms have a similar fiduciary responsibility - to the firm they work for! They may "claim" they're a fiduciary to you and will act in your best interests, but ask them to put it in writing...WE DO!

Defining Goals – At the Center of all our Solutions!

For some clients, objectives are clear; others need assistance in clarifying and defining their financial and life goals. Listening carefully to client concerns and developing a clear, mutually agreed-upon description of client objectives and needs are at the center of all that we do.

Clients may engage us for advice regarding a single financial concern, for the development of an integrated and comprehensive financial plan, portfolio management or for anything in between. The maintenance of lifelong financial health involves recognizing that needs, circumstances, tax laws, and financial options can and will change over time.

Financial planning is a process – not a one-time event. Wouldn't you like to have your CPA and CFP working together on the same team for your best interests?

Specialties

401K Consulting 403B Plans Annuities & Life Insurance Asset Protection Business Planning Certified Financial Planner CFP ® College Planning Comprehensive Financial Planning Corporate Bonds CPA Debt Management Disability Income & Long Term Care Insurance Estate Planning Family Financial Planning Fee Only Fiduciary Income Tax Planning Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services IRA Middle Income Mutual Funds Passive Investment Strategies Pension Plan Design & Management Professional Wealth Management Retirement Distribution Plan Retirement Planning Stocks Synergistic Portfolio Planning Wealth Management Women's Issues Young Investors