What We Are

We are a firm that practices a holistic approach to the needs of individual families and businesses. Our goal is first to help you protect what you already have and next to help you work out a plan for reaching your goals and achieving your dreams. We help implement your plans with long-term goals in mind.

Our Commitment to You

We commit to establish a long-term relationship with you, as our client, to understand your needs, to suggest the best available solutions, and to give you the tools to make vital assessments. This approach allows us to offer you quality recommendations and a broad spectrum of customized solutions. We will provide recommendations. But you will make the decisions.

What We Do Not Do

Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisers before taking any action that may have tax implications.

How Much It Costs

We do not charge for consultations. If you purchase a product from us, we earn a commission from the company providing the product. In addition, we are available to serve you and to recommend what we believe is appropriate for your interests.

What We Expect from You

The only expectation we have is that you are as serious about helping yourself as we are serious about helping you. If you are only looking for the cheapest insurance policy around without paying attention to its quality, you are probably not our potential client. However, if you have limited resources but want to get the best value for your dollar, we will be happy to meet with you.

How to Meet with Us

We have offices in Fort Collins and Loveland, Colorado. Please call us at 970-388-2222 to set up an appointment.

Newsletters and Special Events

From time to time, we arrange events that are open to the public. If you would like to receive information about these special events, please click here to sign up for our mailing list. You will also receive our monthly newsletters.