It will be easier for existing clients to reach out to us at the office at 970-530-0556 or email our office manager, admin@jimhelps.com to schedule an appointment. However, if you are trying to schedule an annual investment review, you may do that by completing the process listed below.

For CURRENT investment management clients. Each investment management client is entitled to one complementary account review per calendar year. Please use this option to schedule your investment review.

This call will discuss and determine whether our asset management philosophy appropriately matches the asset management services you are looking for.

In the appointment confirmation email, you will receive links to three recordings/videos that you are REQUIRED to watch/listen to before this call. You will also receive a link to fill out a online questionnaire that we will review before holding your call. This is also REQUIRED. Thanks and we look forward to chatting!

We want to thank you for your interest in our retirement planning services.

Unfortunately, to maintain our commitment to our existing clients and prospects already in our queue, we have paused accepting new clients into our flagship Secure Retirement Income Process™ Retirement Planning and our Advanced Tax Analysis/Roth Conversion planning.

Paste this link into your browser to see the full explanation:

https://www.jimhelps.com/retirement-and-advanced-tax-analysis-temporary-pause/