Financial Planner in Wheatridge, CO
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Phone : (425) 577-0660
Business Hours :
Monday – Friday: 09:00 AM – 05:00 PM
Saturday – Sunday: Closed
Wheatridge, Colorado Financial Planner
Our office is located at Wheatridge, Colorado, making it easily accessible from both Ward Rd and the I-70 highway, and a convenient option for clients across the Denver metropolitan area.
Our office hours are from Monday to Friday, 9:00 am to 5:00 pm MST. We know that our clients have busy schedules, so we offer flexible appointment times to accommodate their needs. You can also contact us via phone or email to schedule an appointment or ask any questions.
We provide a diverse range of financial advising services at our Wheatridge location, including investment management, retirement planning, tax planning, and estate planning. Our team of experienced advisors works closely with clients of all ages and financial backgrounds to develop personalized financial plans that align with their unique needs and objectives.
Blaine Thiederman, a Certified Financial Planner™ with over a decade of experience in the financial sector, leads our team of financial advisors in Wheatridge. Blaine and his team are committed to guiding you towards financial success and security, and will work collaboratively with you every step of the way to ensure that you are on the right path.
Case Studies
Sarah
I’m Sarah, a 50-year-old resident of Wheatridge, Colorado, and I’m concerned about my retirement savings. I’ve been contributing to my 401(k) plan for several years, but I’m not sure if I’m on track to meet my retirement goals. That’s when I contacted Progress Wealth Management for help with retirement planning. My financial advisor met with me to review my current financial situation, including my retirement goals, expenses, and assets. Based on this information, the advisor created a customized retirement plan that took into account my risk tolerance and investment preferences. The plan included recommendations for adjusting my current investment portfolio and increasing my retirement contributions to help me achieve my goals. The advisor also provided ongoing monitoring and periodic check-ins to ensure that I stayed on track with my retirement plan.
Tom
I’m Tom, and my wife Lisa and I recently inherited a large sum of money from a family member, but we’re unsure of how to invest it to ensure that it grows over time while also minimizing our tax liabilities. That’s why we contacted Progress Wealth Management for help with wealth management. Our financial advisor met with us to understand our financial goals, risk tolerance, and investment preferences. Based on this information, the advisor created a customized investment portfolio that included a mix of asset classes and investment strategies to help us achieve our goals. The portfolio was also designed to minimize our tax liabilities through tax-efficient investment strategies. The advisor provides ongoing monitoring and periodic check-ins to ensure that the portfolio remains aligned with our financial goals.
Mark
I’m Mark, a 60-year-old resident of Wheatridge, Colorado, and I have a substantial estate that I want to protect and pass on to my heirs. That’s why I contacted Progress Wealth Management for help with estate planning. My financial advisor met with me to understand my financial goals, family situation, and estate planning needs. Based on this information, the advisor created a customized estate plan that included a variety of strategies to minimize tax liabilities and ensure that my assets were distributed according to my wishes. The plan included strategies such as establishing trusts, making charitable donations, and creating a will or other legal documents. The advisor provided ongoing monitoring and periodic check-ins to ensure that the estate plan remained up-to-date and aligned with my goals.
Contact a Financial Advisor based in Wheatridge
What is one reasonable fee for a financial advisor in Wheatridge?
It depends on the services provided and the advisor’s experience. Generally, financial advisors charge a percentage of the assets they manage, which can range from 0.5% to 2%. Some advisors also charge hourly rates or a fixed fee for specific services.
What is the true cost of a financial advisor in Wheatridge?
The cost of a financial advisor in Wheatridge can vary depending on the advisor’s experience, the services provided, and the client’s needs. It’s essential to understand the fees and any potential additional costs, such as account management fees or investment expenses.
Is it worth the money to hire a financial advisor in Wheatridge?
Hiring a financial advisor in Wheatridge can be worth the money, especially if you need help with complex financial issues, such as retirement planning, tax planning, or estate planning. A financial advisor can provide personalized advice tailored to your specific needs and goals, potentially helping you save money and achieve financial security.
How do I find a reasonable financial advisor near Wheatridge, Colorado?
You can find a reasonable financial advisor near Wheatridge by asking for referrals from friends and family, searching online for local advisors, or contacting a professional organization such as the National Association of Personal Financial Advisors (NAPFA) or the Financial Planning Association (FPA) for recommendations.
Do banks in Wheatridge offer free financial advice?
Some banks in Wheatridge may offer free financial advice, but it’s essential to understand that the advice may not be unbiased, and the advisor may have an incentive to sell the bank’s products or services. It’s always best to do your research and consider multiple sources of advice.
How do you trust a financial advisor in Wheatridge?
To trust a financial advisor in Wheatridge, it’s crucial to research the advisor’s qualifications, experience, and track record. You can also ask for referrals from other clients or check online reviews. It’s essential to have open and honest communication with your advisor and to feel comfortable asking questions and discussing any concerns you may have.