Broker Check

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.

Let's Talk

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.

WEALTH & INVESTMENTS

WEALTH & INVESTMENTS

Create an investment strategy that's right for you.

Learn More
RETIREMENT<br/>PLANNING<br/>

RETIREMENT
PLANNING

Steps to consider, to pursue the retirement you want.

Learn More
ESTATE &#38; BUSINESS PLANNING

ESTATE & BUSINESS PLANNING

Manage your affairs during your lifetime and beyond.

Learn More

We're Here For You!

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

Contact Us

Helpful Content

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

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.
Learn More
How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?
Learn More
Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.
Learn More

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.

Have a Question?

Thank you!
Oops!