WE HELP YOU REACH THE
LIFE YOU’VE IMAGINED.
It’s time to stop letting financial uncertainty get in the way of your dreams.
We’re a fee-only, fiduciary financial planning and investment management firm
specializing in serving military members, physicians, entrepreneurs, and executives.
We work for you so you can spend time on the things you really love.
Things we can do for you
Comprehensive Wealth Management
You’re never a number with us. We approach wealth management with dynamic and ongoing financial planning and portfolio management that are designed to put numbers into the context of your life story and your passions. We serve as your personal chief investment officer so you can focus on doing the things you love. You have dreams and goals; we have custom solutions to get you there.
BUSINESS STARTUP FINANCIAL BOOTCAMP
We’ve been there, and we know how intimidating starting a business can be. Whether you’re starting something on the side or going full-time, we can help you merge the financial aspects of your personal life and business plan. We help you understand finance from an entrepreneurial perspective so you can set realistic and achievable business goals… and then conquer them.
CUSTOM FINANCIAL PLANNING ON-DEMAND
We love teaming up with do-it-yourself investors and planners. We can provide advice on an as-needed basis to help you with debt pay-off strategies, investment options, employee benefits, cash flows, budgeting, and much more. We don’t sell investment or insurance products — we provide guidance to keep your finances on track.
BUSINESS OWNER AND EXECUTIVE SERVICES
If you’re a business owner or executive, you’re probably leaving money on the table with underperforming (or non-existent) business retirement plans. If you have stock options or deferred compensation plans, do you have a strategy in place for tax liabilities or how to integrate these elements into your personal financial plan? We can help by providing qualified plan services to businesses, consultation on existing plans, and financial planning for executives.
FREE RESOURCES
We’re pleased to offer a collection of our blog posts, videos, and planning guides. Sign up for access to more content and to keep up-to-date with our research and guides.
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)!
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)
Access it here by subscribing to our exclusive content mailing list:
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.