Financial Planning

Financial Planning From a Seasoned Perspective

  • Colorado Bar Association
  • Martindale-Hubbell: Peer Rated for High Professional Achievement
  • Louisiana State Bar Association
  • BBB A +
  • ITA Member
  • Colorado Courts Pro Bono Commitment

Denver Financial Planning

Investment & Financial Management in Colorado

With some four decades of hands-on experience as business operators as well as money and investment managers, our Denver financial planning attorneys combine practical experience with specialized knowledge of legal, financial, and tax management. We know that, although each client’s needs are unique, a truly comprehensive financial management program is possible.

Call Us at (303) 747-6791 To Get Started

What Is a Financial Plan? 

A comprehensive financial plan involves many things. For example, it may include borrowing structure (home mortgage and credit card management) and investment management. It may also include insurance management and cash flow planning.

What Is the Purpose of a Financial Plan?

The purpose of a financial plan is to not only document an individual’s current assets, investments, and monetary status, but to provide strategies to help them achieve their long-term financial goals. A financial plan can help a person better prepare for their future by providing them ways to better manage their money. 

These plans help individuals gain a better understanding of their financial situtation, including ways to save, places to invest, and ensuring their future is secure with a retirement plan. To learn more about the financial planning process, contact our Denver attorney.

How We Can Assist With Your Financial Planning Needs 

Our Denver financial planning team considers not only a wise investment program and the obvious income tax issue, but also the client’s overall financial goals

This May Involve:

  •  Refinancing home mortgage loans
  • Restructuring business assets
  • Credit card planning
  • Business succession planning
  • Personal retirement planning
  • And all types of insurance planning

Though we may recommend specific insurance, we do not sell insurance. Similarly, our Denver financial planning attorneys may recommend a particular mortgage or loan structure. However, we are not a mortgage broker. As such, rest assured that our first and foremost consideration is you.

Contact Our Denver Financial Planning Lawyers Today

We welcome you to discuss your financial planning needs with our attorneys. We can help you to build a comprehensive financial plan based on your goals and concerns. Get more information about our Denver financial planning services today. 

To avoid any conflict of interest, we base our fees on a specified amount or on a fixed hourly charge. We never charge fees based on a percentage.

 Learn about how our Denver financial planning attorneys can help you by contacting us online.

What Sets us Apart?

  • Client-Focused & Results-Driven
  • Experienced & Aggressive Representation
  • Dedicated to Serving Clients Since 1976
  • Personalized Attention & Carefully Curated Legal Plans

Our role is to be your trusted navigator

Schedule Your Consultation Today
  • Please enter your first name.
  • Please enter your last name.
  • Please enter your phone number.
    This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please make a selection.
  • Please enter a message.
  • Please make a selection.