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Climb Every Mountain

It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

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Our Services

We are Colorado Financial Strategies Group, an independent financial firm in Colorado operating nationwide. We have more than 80 years of combined experience creating personalized retirement strategies and tactical investment strategies for individuals, families, and Professionals. As an independent firm, we are not tied to proprietary products, nor are we limited in the services we offer. Instead, we offer you holistic planning services and wealth management customized to fit your unique situation. Our focus is to develop relationships with our clients that last generations. We believe the best way to do this is through regular communication, timely responses and going above and beyond to gain trust.



Create an investment strategy that's right for you.

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Steps to consider, to pursue the retirement you want.

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Manage your affairs during your lifetime and beyond.

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Are you looking for a team of advisers who are always working in your best interest?

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

The Value of Insuring Against Life&#8217;s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.
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Exploring the Federal Student Grant Program

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.
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Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

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