Erie, CO. Serving Boulder, Denver and clients nationwide
Financial Goal Planning
You deserve to be listened to, not pitched to.
At RMFS you will be treated like a human, get a clear and personalized financial goal plan based on your unique story, and know your wealth is in caring and competent hands.
Let's talk
Your future is the priority
A strategy to reach your financial goals, one you understand and have confidence in.
01
Are you on track to reach all your financial goals?
02
Can you afford the lifestyle you desire to live?
03
Do you know when you are able to retire and what your retirement lifestyle looks like?
04
Can you afford to retire if there is a severe stock market correction right when you want to retire?
05
Are you a millennial, or just starting your family, ready to save and make your money work for you but not sure where to start?
These questions and more are answered in our client meetings, providing comprehensive organization, structure, and direction to your plan.
You talk, we listen.
Your story, your goals, and what keeps you up at night come first.
We craft a plan together.
Objective advice and reasonable expectations, with the time taken to educate you on suitable solutions.
You stay focused on your career.
Because you'll be able to trust that your wealth and investments are in good hands.
Independent, fee-only
No commitment to any product or service that conflicts with your best interests.
Retaining an independent financial professional is as important for your financial plan as it is for investment management. Our services are designed to offer objective advice and set reasonable expectations. We take the time to educate clients on suitable financial solutions, carefully exploring risk and performance expectations.
Comprehensive planning and retirement income strategies
Operating under the fiduciary standard, we provide the following services to help you achieve your financial goals.
Comprehensive Goal Based Plan
Asset Management
Complete Portfolio Analysis and Review
Budget Review and Planning
Pension Plans
Insurance Audit: Life, Disability, Long Term Care
Company 401k Plans
College Planning Review
Qualified Plan Rollovers
Retirement Cash Flow Planning and Projections
Distribution and Transfer of Asset Planning
Retirement Income Strategies
