Rocky Mountain Financial Solutions

Finding the right financial advisor is just as important as finding the right doctor for your health, or the right school for your children. Your financial future is my priority. I strive to do my best, so you can enjoy your life today and look forward to the future with confidence in your finances. Services are designed to benefit you the most – increasing your control, understanding through education, guidance to navigate life’s uncertainties – giving you confidence with the direction your financial life is heading. Below are the services offered to help clients reach their financial goals!

 

Financial Plan

Financial Plan

Is your current plan working or do you need a “check-up”? Are you on track to reach your financial goals? Are you a millennial, or just starting your family, and ready to save and make your money work for you? This service is comprehensive, providing you organization, structure, and guidance for achieving your financial goals.

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retirement

Retirement

Can you afford to retire living the lifestyle you want? How much money should you be saving in order to retire early? How much money do you need to retire today? Defining your retirement is the first step. Then we will review your current picture, along with options to go forward so you can retire with confidence.

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Family Wealth

Family Wealth

What ways can I lower my estate tax? What have I done to shield wealth from divorce, abuse, creditors, and other wealth reducing circumstances? Strategic wealth management is about integrating your family history, values, and guiding principles. We work together through measured reasoning to accomplish your generational planning.

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business owner

Business Owner

What tax shelters are you currently taking advantage of? Where are you putting excess cash outside of reinvesting into the business? Have you recently sold your business, what is your plan with the sale proceeds? Are you getting ready to sell your business? We will show you ways to maximize your retirement options and keep your key employees from leaving.

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Invest

Invest

How do I grow my assets? Should I invest in stocks or bonds? I have maxed out my retirement contributions, where else can I save money? Where can I put money outside of a bank account? Our investment plans are designed around you and your financial goals. Once defined, we present options to meet your expectations!

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insurance

Insurance

How much life insurance do I need? How much coverage is enough? Where can I get the lowest costing policy? What is the best way to protect my family and business? How long should I keep my insurance policy for? After completing an insurance audit, as an independent firm we have over 100 carriers to choose from to align you with the best, affordable coverage.

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Are you on track to reach all your financial goals?

Get the organization, structure, and direction to live well now and in retirement.

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