Lone Tree Financial Advisor
Lone Tree Office
Hours
Sunday
Closed
Monday
9:00 AM - 5:00 PM
Tuesday
9:00 AM - 5:00 PM
Wednesday
9:00 AM - 5:00 PM
Thursday
9:00 AM - 5:00 PM
Friday
9:00 AM - 5:00 PM
Saturday
Closed
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This office proudly serves the following local areas:
- Lone Tree
- Highlands Ranch
- Parker
- Castle Pines
- Castle Rock
- Frank Town
- Elizabeth
- Englewood
- Cherry Hills
- Denver
- Littleton
- Cherry Creek
Services
Services
Our team is dedicated to offering you first class care in all of our areas of service including:
Financial Planning
Financial Planning is at the heart of what we do. Our planning team can help you to define your goals as well as helping you develop a strategy to strive to accomplish that Purpose.
Retirement Planning
Retirement Planning requires a special application of our proprietary financial planning process. Through this process, our team will help you to plan through the important areas of Income, Investments, Taxation, Healthcare, and Legacy, while always keeping sufficient liquidity in mind.
Investment Advisory & Wealth Management
As part of your overall financial planning, it is likely that you will need some form of investment advisory services and wealth management. Whether it is part of implementing strategies we have developed with you, or as part of a review of what you already have, our advisors are equipped to be able to help you.
Tax Strategy & Planning
Taxes are often one of the biggest expenses you will face throughout your life. What many people don't realize is that you could have much more control over your taxes than you might think. Our team can help you with proactive strategy and planning to help you seek tax efficiency in your finances.
Estate Strategy & Planning
Planning for your financial future is important. So is planning for what you leave behind. Many people have oversights or make mistakes in the areas of beneficiaries, directives for heirs, charitable giving, and overall strategy as it applies to estate planning. This is something our team can help you to develop. Additionally, we maintain strategic partnerships with tacticians to implement these strategies if need be.
Life Insurance & Annuities
Your overall financial planning strategy may call for the use of Life Insurance or Fixed Indexed Annuities as part of your Asset Stack™. These types of solutions can serve some very specific roles as part of your strategy. As such, our advisors are licensed to assist in the implementation of these potential portfolio solutions as part of your strategy.
Family Office Services
Multi-Family Office services include the most sophisticated tier of financial planning that we offer. This encompasses the most complex modules in the areas of Financial Planning, Tax Planning, Estate Planning, and Business Advisory Services, and often includes our entire team of strategists and tacticians.
Alternative Investments
Many investors can find themselves stuck in the matrix of the standard pie chart portfolio of stocks and bonds. For certain investors, this can be very limiting. Alternative investments can help to provide additional options specifically in the areas of income, tax efficiency, and risk management. We strive to provide alternatives in an effort to help these investors to graduate beyond the pie chart portfolio.
1031 Exchange Solutions
Impact 1031™ is dedicated to solving specific problems for real estate investors pursuing 1031 exchange. While many firms out there may be able to offer potential solutions to satisfy a 1031 exchange, our process does this and also goes much deeper in helping you to determine what you need your real estate to accomplish and how to pursue optimizing your investment to satisfy that Purpose.