Disappointed that your wealth isn’t creating the freedom you expected?

Are you ready to build a plan that connects every part of your financial life?

We’re Retirement and Tax Planning Experts and Do Our Best Work With:

Fiduciary retirement planner for age 50+ in Castle Rock

Retirement advisor for high-net-worth families

Fee-only financial advisor Investment management with retirement tax strategy

Your personalized LEGACYSCULPT Assessment is a guided 3-step process to help you get to know us, understand how we work, and decide what’s best for your future.

STEP #1 —
Discovery Meeting

We’ll start with a brief 15-minute conversation to confirm that your needs align with our expertise—Just like you’d choose the right doctor for the right issue, we want to make sure our expertise fits your needs.

If we agree there’s a potential fit, we’ll use the rest of the meeting to learn more about you, your goals, and the challenges you’re facing.

We’ll also introduce you to our firm, explain how we work, and answer any questions you may have.

STEP #2 —
Share Documents

After our Discovery Meeting, we’ll securely request a few key documents to better understand your financial picture.

Combined with what we learned in our initial conversation, these documents will guide our analysis and help us tailor your LEGACYSCULPT Assessment.

STEP #3 —
Review Assessment

In this meeting, we’ll walk you through the results of your LEGACYSCULPT Assessment.

You’ll see exactly where you stand—and what actions you can take to improve your retirement plan, reduce taxes, and optimize your investments.

If it turns out we’re not the right fit, we’ll gladly help connect you with another professional who better suits your needs. There’s never any pressure or sales pitches—just an honest conversation about what’s best for you.