Financial Planning From a Seasoned Perspective
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.
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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.
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Frequently Asked Questions
As always, our goal is to counsel the client in a manner that assists him or her in reaching his or her goals.Learn More
Need help with estate planning or probate? Searching for more information about a particular issue? We are happy to share our knowledge.Learn More
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What Sets us Apart?
Client-Focused & Results-Driven
Experienced & Aggressive Representation
Dedicated to Serving Clients Since 1976
Personalized Attention & Carefully Curated Legal Plans