It’s time to stop letting financial problems and uncertainty get in the way of your dreams. Targeted Wealth Solutions is a fee-only, fiduciary financial planning and investment management firm in Colorado Springs that specializes in serving active military members, veterans, physicians, entrepreneurs, and business executives. As financial advisors, we do the work for you so you can spend time doing the things you really love.


At Targeted Wealth Solutions, we’re pleased to offer a collection of our blog posts, videos, and financial planning guides for you to reference as you grow your business with us. When you choose us as your trusted financial advisor, our service to you doesn’t stop when you leave our office or hang up the phone. Sign up now for access to more content and to stay up-to-date with our research and financial planning tools.

You can read our blog posts here, and be sure to check out our video on how much you should contribute to your 401(k) retirement savings!

Financial Planning Guides - Sign Up Here!

Our premium content includes:

Financial Planning for Entrepreneurs

TSP Portfolio Guide

Executive Compensation Planning

Budgeting for Transitions (like starting a business)

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Free Financial Guides That You Can Actually Use

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Investment advisory services are offered through Targeted Wealth Solutions, LLC, a registered investment adviser offering advisory services in the State of Colorado and other jurisdictions where registered or exempted.  Registration as an investment adviser does not imply a certain level of skill or training.