To better care and provide for our current clients, we regret to inform that at this time we will not be onboarding any new clients onto our Secure Retirement Income Process®*. We pride ourselves in excellent client attention and service, and have chosen to place a pause on accepting new clients as we work on adding and training new staff. We are grateful for your understanding in this matter.
In the meantime, we are still scheduling Coffee and a Second Opinion meetings. Schedule a convenient morning or afternoon time to come in for a cup of coffee (or tea) and chat with us regarding your retirement concerns. We also work with clients outside of Colorado, so feel free to schedule a time to chat by phone. If you don't find a day/time that works for you, please call the office at (970) 530-0556 and we may be able to schedule an appointment that is more convenient for you. Please be advised, however, that if you need an answer to your retirement questions this year, you may wish to search for other financial professionals who can address your concerns.
We are more than happy to place you on a call-back list if you are interested in moving forward with our Secure Retirement Income Process® once we resume onboarding clients for retirement plans. Thank you for your interest in our services and we look forward to working with you in the future!
*Potential clients interested in asset management, life or long-term care insurance, or annuities will be onboarded as usual.
