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.
who we work with
We do our best work with individuals and families who are serious about reducing their taxes, optimizing retirement income, investing smarter, and lowering their advisory fees.
For business owners, our clients typically own businesses that generate at least $2 million of top-line revenue per year. We help unlock the wealth of closely-held businesses, accelerate retirement savings, optimize taxes, and plan for exits or successions.
Above all, our clients value expert help because they know retirement is too important.
Step 1: Schedule a 20-Min Call
This will give us both a chance to make sure your situation matches our expertise.
Step 2: Team Meeting
This complimentary 1-hour meeting allows our team to get clear on your retirement goals, current needs, and concerns.
Step 3: Assessment Review
During our final 1-hour meeting, we'll review our assessment findings and talk through our recommendations.
We will explain exactly what you can do to improve your retirement plan, lower taxes, optimize your investments, and enjoy the peace of mind that comes with a comprehensive financial plan crafted and managed by expert advisors.
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.
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.