Financial Planner in Westminster, Colorado
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Phone : (425) 577-0660
Business Hours :
Monday – Friday: 09:00 AM – 05:00 PM
Saturday – Sunday: Closed
Westminster, Colorado Financial Planner
Our Office is located in Westminster, Colorado, in the heart of the city. With convenient access from both Ward Rd and the I-70 highway, our office is easily accessible to clients across the Denver metropolitan area.
We operate from Monday to Friday, from 9:00 am to 5:00 pm MST, and we offer flexible appointment times to accommodate our clients’ busy schedules. You can also contact us by phone or email to schedule an appointment or ask any questions you may have.
Our Westminster office offers a broad range of financial advising services, including investment management, retirement planning, estate planning, and tax planning. Our team of experienced advisors works with clients of all ages and financial backgrounds to design customized financial plans that meet their individual needs and goals.
Our team of financial advisors in Westminster is led by Blaine Thiederman, a Certified Financial Planner™ with more than ten years of experience in the financial sector. Blaine and his team are dedicated to helping you achieve financial success and security, and they will work with you every step of the way to ensure that you are on the right track.
Case Studies
Sarah
I’m Sarah, a 30-year-old resident of Westminster, Colorado, and I recently got married and started a new job. However, I’m not sure how to manage my finances effectively, and I want to make sure that I’m on track to achieve my financial goals. That’s why I contacted Progress Wealth Management for help with financial planning. My financial advisor met with me to review my current financial situation, including my income, expenses, and assets. Based on this information, the advisor created a customized financial plan that included recommendations for managing my budget, saving for emergencies and retirement, and investing in stocks and bonds. The plan also included strategies for reducing my debt and minimizing my tax liabilities. The advisor provided ongoing support and check-ins to ensure that I stayed on track with my financial plan.
Mike
I’m Mike, a 60-year-old resident of Westminster, Colorado, and I’m concerned about how my assets will be distributed after I pass away. I want to make sure that my family is taken care of and that my estate is managed effectively. That’s why I contacted Progress Wealth Management for help with estate planning. My financial advisor met with me to review my current financial situation, including my assets, debts, and beneficiaries. Based on this information, the advisor created a customized estate plan that included a will, trusts, and other legal documents to ensure that my assets are distributed according to my wishes. The plan also included strategies for minimizing my estate taxes and protecting my assets from creditors. The advisor provided ongoing support and check-ins to ensure that my estate plan remained up-to-date with my changing needs.
Tom
I’m Tom, a 65-year-old resident of Westminster, Colorado, and I’m preparing to retire in a few years. However, I’m not sure how much income I’ll need in retirement or how to manage my retirement accounts effectively. That’s why I contacted Progress Wealth Management for help with retirement income planning. My financial advisor met with me to review my retirement accounts, including my 401(k), IRA, and Social Security benefits. Based on this information, the advisor created a customized retirement income plan that included recommendations for withdrawing funds from my retirement accounts, maximizing my Social Security benefits, and managing my investments in a tax-efficient manner. The plan also included strategies for protecting my retirement income from inflation and market volatility. The advisor provided ongoing support and check-ins to ensure that my retirement income plan remained aligned with my financial goals.
Contact a Financial Advisor based in Westminster
What is one reasonable fee for a financial advisor in Westminster?
There is no set fee for financial advisors in Westminster as it can vary depending on the advisor’s experience, services offered, and the complexity of the client’s financial situation.
What is the true cost of a financial advisor in Westminster?
The true cost of a financial advisor in Westminster depends on the advisor’s fee structure and the services they provide. It is important to discuss fees upfront and understand how they are calculated.
Is it worth the money to hire a financial advisor?
Hiring a financial advisor can be worth the money if they help you achieve your financial goals and provide valuable guidance and expertise. It is important to carefully consider the cost and benefits of working with an advisor.
How do I find a reasonable financial advisor near Westminster, Colorado?
You can find a reasonable financial advisor near Westminster by asking for referrals from friends or family, checking online directories or review sites, or contacting professional organizations such as the Financial Planning Association or the National Association of Personal Financial Advisors.
Do banks in Westminster offer free financial advice?
Some banks in Westminster may offer free financial advice, but it is important to understand that they may have a vested interest in selling their own products or services. It is important to carefully evaluate the advice and consider seeking a second opinion from an independent financial advisor.
How do you trust a financial advisor?
You can trust a financial advisor by doing your research, checking their credentials and background, understanding their fee structure and services offered, and asking for references from current clients. It is also important to establish open communication and build a strong relationship with your advisor based on trust and transparency.