What we do

As an independent firm working under the fiduciary standard of care, our services are driven by each client’s unique situation.

We provide holistic and comprehensive wealth management across personal and business finances.  If other professional providers are required — like estate attorneys or accountants — we bring them into the planning process and serve as the central node of communication and management.

our services

From one-time comprehensive financial planning and consulting to ongoing portfolio management and advice, we can build a custom service package to meet your needs.

 

 

 

Personal Finances

  • Financial Planning
  • Life Transitions
  • Military Finance
  • Physician and Dentist Finance
  • Airline Pilot Finance
  • Estate Planning
  • Education Planning
  • Family Wealth and Legacy Planning
  • Asset Protection
  • Retirement Planning
  • Company Stock Options and RSUs
  • Income Protection
  • Insurance Selection
  • Tax Optimization Strategies

Business Finances

  • Business Retirement Plans
  • Sale and Liquidity Planning
  • Succession Planning
  • Growth Planning
  • Equity Compensation

Investments

  • Portfolio Management
  • Investment Research
  • Portfolio Analysis
  • Public Markets
  • Private Markets
  • Real Estate
  • Alternatives

Education

  • Market Insights
  • Cryptocurrency
  • Family Wealth Education

OUR FEES

We strive to be transparent with the costs of our services.

For hourly services, we charge a rate of $175 per hour and clients will receive a proposal beforehand with the estimated cost.

Comprehensive financial plans with 6 months of support start at $2,500.

Ongoing comprehensive wealth management services start at $4,000 per year and are priced based on the complexity of the situation.

Chances are you’re paying too much for your current financial advisory services… and getting too little in return.

Targeted Wealth Solutions

Colorado Springs, Colorado

Serving clients nationwide

Main Office:

303-800-8179

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.