Financial Planning

Financial Planning From a Seasoned Perspective

  • Colorado Bar Association
  • Martindale-Hubbell: Peer Rated for High Professional Achievement
  • Louisiana State Bar Association
  • State Bar of Texas
  • BBB A +


With some four decades of hands-on experience as business operators as well as money and investment managers, we 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.

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. Learn about how our Denver financial planning attorneys can help you by contacting us online or calling us at (303) 747-6791.


We consider 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.

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.

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. Contact us online or call us at (303) 747-6791 to get started.

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
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