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8400 E. Prentice Avenue, Ste. 715
Greenwood Village, CO 80111
Phone: 303-793-3999
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Life Certain Wealth Strategies is committed to serving the financial planning needs of individuals and small business owners by offering access to fee-based wealth management and financial planning services.  The comprehensiveness and depth of our planning makes us unique in the service we provide to our clients.

GroupPicture_smallOur team approach and the collective experience of our professional team, allows us to specialize in providing comprehensive, integrated, personalized solutions to the financial challenges faced by our clients.  The personalized solutions we provide translate into measurable and meaningful results for the clients that we work with.  We also add value to our services by keeping abreast of industry and legislative changes and through our commitment to continuing education.  We are committed to establishing trust, respect, and a lasting partnership with each client.  We value our long-term client relationships as advisors and partners.

Our affiliation with an independent broker-dealer means there are few restrictions on the investments  we are able to offer clients.  With the vast array of choices available, that independence is extremely important to providing unbiased knowledgeable advice designed to meet the unique needs of each client.  Our personal attention and experience as professional and comprehensive financial planners will assist you in reaching your financial goals.

Some of the Life Certain Wealth Strategies Services

Retirement Planning: Comprehensive retirement planning is multidimensional; it requires consideration of a diverse array of lifestyle choices involving health care, housing, income, and estate planning.

Investment Planning: Many people become overwhelmed when faced with the ever-increasing number of financial products available. A good investment plan will help you navigate this ever-increasing number of investment vehicles.

Estate Planning: Estate planning involves more than just tax planning. Estate creation, income replacement, and the orderly transfer of property from one generation to the next continue to be the primary objectives of most estate plans.

Stock Option Exercise Planning: Options are one of riskiest and most complicated investments you can own. If you make good decisions about crucial issues of when to exercise and when to sell, they can bring great wealth.

Insurance Planning: An Insurance program should be a part of every family’s total financial plan. Insurance is the foundation of financial security for you and your family. It protects your financial resources against the uncertainties of life so you can plan for the future.

Portfolio Review: It is important to stay focused on your personal financial goals – and not become emotionally attached to the securities you own.

Employer Sponsored Plan Review: If your company sponsors a retirement plan, the owners officers and directors should understand their responsibilities for managing this employee benefit.