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(719) 686-1901

SERVICES WE OFFER

WHERE SERVICE IS LIKE THE GOOD OLD DAYS
Our team uses the old-fashioned service station approach. “We still wash your windshield and sweep out your floorboard!!” Our customers are the reason we exist. It is a privilege to serve them. Since we have a number of customers that have been loyal to us for over 30 years, we feel confident we have made them feel that way as well. We operate with up to date market research and direct access to back office personalized service teams. Our customers receive personal common sense updates on their investments. Retirement plan specialists are available. We can create action plans tailored to the customer priorities for accumulating assets and, most importantly, proper ways to take income when that day of retirement finally arrives. It does not stop there though. This service is needed long after you retire and we are to here help year after year.

We provide assistance in the following areas:

Investments

  • Managed Portfolios
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Fixed Annuity
  • Mutual Funds
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Social Security Planning
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Income Distribution Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Medicare Supplement Insurance
  • Prescription Drug Plans (Medicare Part D)
  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance