Momentum offers something for every couple and early career professional, from ongoing regular financial guidance and education to one-time project-based advice. Momentum also offers a personalized Money & Marriage program designed for engaged and newly married couples deciding how to merge their finances and a "Just Talk With Me" session designed to provide professional financial advice in a low-cost, low-activation energy way.
BG5 Financial is a Longmont based financial advisory firm dedicated to helping current (or soon-to-be) retirees make the most of their retirement by reducing taxes, investing smarter, and making sure they don't run out of money in retirement. We've created a process (P2P Process) to help you evaluate our firm by showing you exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg. Call or visit our website today to schedule your initial phone call!
Hattig Financial is a financial advisory firm in Longmont, Colorado. We provide personalized retirement planning, wealth management, investment advisory, portfolio management, and comprehensive financial planning services for pre-retirees, retirees, professionals, families, and business owners. Our priority is building long-term relationships with each of our clients and creating personalized financial strategies designed to help grow, manage, and protect their wealth. We are committed to guiding our clients throughout their financial journey in preparing for a safe retirement and secure financial future.
Campus Financial Partners was built to serve academics and provide them with the unique financial services required to operate as a world class researcher and gifted mentor. If you resonate with that community we’d love to work with you. If not, we may still be just what you are looking for and we’d hate to miss out on working with you and your family! Book an appointment today! The first consultation is free.
At Freedom Financial Offices, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address: Income Tax Services and planning, Investing principles and strategies, Retirement investing and distribution strategies, Estate conservation issues, and Risk management analysis. We also can answer your questions, including: Can I retire early? Are my investments working hard enough? What's a good approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
