Our Firm

 

Retirement & Estate Advisors, Inc. was founded with the goal of assisting you in every aspect of your financial life. We strive to provide the most personal service. We strive to help create financial stability and security to provide financial independence for you and your family. 

Our staff consists of experienced professionals with a hands on approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping to make your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

In our office we regularly host the Northern Colorado sector for the Colorado Financial Planning Association monthly chapter events.

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment with one of our associates, send us an e-mail or give us a call at (970) 223-0907.

Retirement & Estate Advisors, Inc. does not provide legal services nor legal counseling, but provides financial services in conjunction with a client's personal legal representative and/or may consult with a qualified legal professional as required for the client's particular financial situation.

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of their financial life, (such as insurance, tax management, estate planning, and capital accumulation), needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results.  We can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.

 

If customized planning is something you are interested in, we offer free financial consultations. Contact us for more information.


 

At Retirement & Estate Advisors, Inc., we remain available to provide assistance in the following areas:

 

 
  • Retirement Planning
  • Financial Planning
  • Estate Planning
  • Long Term Care Insurance
  • Health Insurance, Including Medicare Supplements
  • Disability Insurance
  • Pension & Profit Sharing Plans
  • Fee Based Brokerage Accounts
  • 529 College Savings Plans
  • Retirement Planning
  • Estate Planning
  • Charitable Gifting and Legacy Planning


  •