8610 Explorer Dr., Suite 100 Colorado Springs, CO 80920

(719) 284-2208

We help our clients to be good stewards of their financial resources.  Our trusted representatives can skillfully guide our clients through the ever-changing terrain of investment and planning options, risks, and fee structures.  We strive to help build future income and assets through a personalized planning process.  We provide solutions for the rising costs of health insurance and can help redeploy saved premium dollars to help address long term financial needs.  Our financial professionals carefully analyze and help implement insurance plans that protect our clients’ income, assets and health expenses.  We can assist business owners in providing benefits to employees through supplemental and group health coverage.  Our expertise in the area of Medicare plans, Social Security benefits, long term care, and estate financial planning can provide education and solutions to those transiting into retirement.   Our representatives provide personal financial services and always put the best interests of our clients first.

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