Financial Advisors in Parker, Colorado (Douglas County)

Linda Leitz, CDFA, CFP, EA, MBA, PhD
@import url(http://napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); Peace of Mind Financial Planning, Inc. believes that financial planning should be accessible to everyone. Most people will be able to meet their goals if they make good financial decisions throughout their lives, and many people find that expert advice allows them to make those good decisions. It's not about just making money, it's about achieving the life they want. We help people from the time they begin their careers until their biggest financial concern is having their money go to the people and the causes they care about when they pass on. We help our clients be excited about achieving their financial goals and minimize their worries so they can sleep at night. Services include: Investment Strategy, including asset allocation, and investment recommendations and implementation; Retirement Planning; Insurance analysis and recommendations; Estate Planning regarding wills, powers of attorney, health powers of attorney, living wills, and other estate issues; Tax Planning; Individual Income Tax Return Preparation; Goal Setting; Budgeting and Record Keeping; General Financial Planning... See More

Elyse Foster, CFP
We are fee only CERTIFIED FINANCIAL PLANNER™ professionals based in Colorado's Front Range. We have specialized in providing comprehensive financial planning and investment management since 1988.
We work with individuals, families, businesses, business owners, entrepreneurs, corporate executives, and medical professionals on their private wealth management, company 401k plans and private foundations. Some of these individuals are retired; some are actively working; others are just beginning their careers. Some have inherited wealth; some have built wealth; others are currently building wealth.
Our experienced team provides a high level of service and attention rarely seen in the financial world. We work closely with our client's other professional advisors to ensure a cohesive plan. Ultimately, our mission is to provide our clients with peace of mind knowing they are free of financial concerns and confident in their plan for the future.
Our investment managers firmly believe that a thoughtful investment allocation for the long term with a client's specific needs and risk tolerance in mind produces the best results. Our fiduciary responsibility demands no less.
Financial planning and investment advice are just a start as Harbor provides much more. Harbor delivers not only exceptional wealth management, but meaningful personal service. We know our clients' goals, desires, values, hobbies and passions. We are committed to long-term relationships. You will hear from us often.
Contact us to schedule an initial free consultation to discuss your needs, how we can help meet them and if Harbor is a good fit for you.... See More

Peoples Investment Professionals Financial Advisors can help you to ensure a bright financial future with a sound financial plan. We offer a range of products from retirement accounts, college savings accounts, municipal bonds, life insurance to long-term care planning.... See More

"Planning for the future without a sense of history is like planting cut flowers" - Daniel Boorstin, Historian

We need to know where we have been and what influences have shaped us to understand where we are going. If your roots are in jazz, we wouldn't set up your plan for you to be a classical composer. We listen carefully to discern those influences and guide you in making a financial plan to help you achieve attainable goals and manage your investments to match to help you get there.

I enjoy working with the full spectrum of clients, including young singles and families, professionals, retirees and widow(er)s. Each group benefits from my working with the others; lessons learned from clients can be very valuable in shaping the discussion with everyone. I find it especially important to make sure that women are educated about their financial picture and understand how they can manage and improve it.

Specific issues that I like to address include Social Security strategies, Medicare Planning, Education funding, Long Term Care issues, Charitable Planning -- all part of a holistic financial plan that can grow with you. We also talk about what you would like to do with your time in retirement and whether there are financial aspects that need to be considered.

Successful retirement plans are written down with strategies to achieve success. They are also living documents that need to be updated annually as life happens and goals change. Working with your other advisors, such as your CPA, Estate Attorney, and Insurance Agent improves the likelihood of success.... See More

Gold Medal Waters is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians. As of today, we mainly operate throughout Colorado and Illinois; including Boulder, Denver, Fort Collins, Colorado Springs, numerous smaller Colorado mountain towns, and Chicago. With the aid of teleconferencing, our financial advisors and CFP®s increasingly work with clients all over the United States.

We believe that our client's future happiness depends on the work we do today. That proper financial planning and systematized investment management decreases negative stress and increases well-being, leading to better outcomes. That's why we're dedicated to pairing our clients with real people who deliver advice with warmth, understanding and privacy.

Our mission is pretty straightforward - we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety.... See More

We focus on educating, preparing, and positioning our clients for the financial issues they will face in life. The real benefit, is a relationship with a trusted adviser that will provide clarity and peace of mind and values your unique situation.

I started Level Up Financial Planning to help you increase your financial confidence. I understand how complex your financial life becomes and it's a full-time job to make sure you stay on top of all of the moving pieces of your life.

I specialize in working with Gen X & Y professionals in tech with growing families. Between employer stock and often a volatile industry when it comes to hiring booms and mass layoffs, your life may feel like a rollercoaster ride at times and I want to make sure you have a solid game plan no matter what life throws at you.

To accommodate young professionals, I have flexible fees schedules that range from hourly to monthly and can be reduced lower with asset management.... See More