When it comes to financial guidance, I believe in these core values in my engagement with you:
- Simplicity – focus on what matters to you.
- Convenience – working around your schedule to meet and utilizing technology for better customer experience.
- Integrity – providing a plan that is in your best interest.
- Communication – keeping you updated with what is going on with your plan.
- Transparency – no hidden fees or agenda.
I decided that if I could not find these values in the marketplace, to create it myself, so I did. RMFS is here to provide protection and growth strategies for clients. All of which are custom to you, your family, and/or your business. Life is busy, call at 9pm after the kids are asleep, or on the weekend when you are having a morning cup of coffee. The mission is to take care of you and your interests. Click here to setup a quick call and let us know how we can improve your financial picture.
Fiduciary Standard of Care
RMFS is not tied to any company’s insurance or investment products, and there are no sales quotas that influence our advice. As an independent financial advisor, I am able to provide unbiased advice by offering a wide array of investments and other options to clients. I can assure you that I always act in good faith and in your best interest. The focus is on helping you achieve your financial objectives.
RMFS is a Colorado-based company that serves clients in Denver, Boulder, Fort Collins, and everywhere in-between. Because clients move and refer me to friends and family out of state, I also service clients in over a dozen states across the country. As a comprehensive financial services company, advice aims to help clients improve everything from day-to-day finances and retirement planning; to investment and estate planning; as well as, insurance and business planning strategies.