We were founded in Fort Collins in 1984 and provide financial advisory and financial planning services in Northern Colorado including the Loveland, Longmont, Greeley, Boulder and Denver areas. We are not your average financial services firm. Our primary purpose is to be of service to our clients, not to line our own pockets. We do not sell products, we develop custom solutions that meet your unique needs. We love what we do and we love Northern Colorado. We believe that a financially healthy community is built one family at a time and that financial well-being is critical to the future of this place we love. Our team includes professionals specialized in all facets of the financial planning process. A wide variety of advanced degrees and financial certifications such as Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Life Underwriting Training Council Fellow, accounting and other business degrees help us provide our clients with current, detailed answers to their financial questions.