Financial Planner in Lakewood, CO
Phone : (425) 577-0660
business hours :
Monday – Friday: 09:00 AM – 05:00 PM
Saturday – Sunday: Closed
Lakewood Financial Advisor
We are located in the heart of Lakewood, Colorado. Our office is easily accessible from both Ward Road and the I-70 highway, making it convenient for clients across the Denver metropolitan area to reach us.
Our office is open from Monday to Friday, from 9:00 am to 5:00 pm MST. We understand that our clients have busy schedules, which is why we offer flexible appointment times to accommodate your needs. You can also contact us by phone or email to schedule an appointment or to ask any questions you may have.
At our Lakewood location, we offer a wide range of financial advising services, including retirement planning, investment management, tax planning, and estate planning. Our team of experienced advisors works with clients of all ages and financial backgrounds to create customized financial plans that meet their unique needs and goals.
Our team of financial advisors in Lakewood is led by Blaine Thiederman, a Certified Financial Planner™ with over 10 years of experience in the financial sector. Blaine and his team are dedicated to helping you achieve financial success and security and will work with you every step of the way to ensure that you are on the right track.
Case Studies
Jack
I’m Jack, a 45-year-old resident of Lakewood, Colorado, and I have a considerable amount of money saved up in various investment accounts. However, I’m not sure if I’m investing my money correctly or if I’m taking on too much risk. That’s why I contacted Progress Wealth Management for help with investment management. My financial advisor met with me to discuss my investment goals, risk tolerance, and financial situation. Based on this information, the advisor created a customized investment plan that aligned with my objectives and helped me manage my risk exposure. The advisor provided ongoing monitoring of my investments and provided regular updates on my portfolio’s performance. With their help, I was able to achieve my investment goals and make informed decisions about my financial future.
Mary
I’m Mary, a 55-year-old resident of Lakewood, Colorado, and I’m planning for my retirement. However, I’m not sure if I’m saving enough money or if I’ll have enough income to live comfortably in retirement. That’s why I contacted Progress Wealth Management for help with retirement planning. My financial advisor met with me to review my current financial situation, including my income, expenses, and retirement accounts. Based on this information, the advisor created a customized retirement plan that included recommendations for saving more money, maximizing my Social Security benefits, and managing my investments for long-term growth. The plan also included strategies for minimizing my tax liabilities and protecting my retirement income from inflation and market volatility. The advisor provided ongoing support and check-ins to ensure that my retirement plan remained on track and aligned with my financial goals.
Joe
I’m Joe, a 70-year-old resident of Lakewood, 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 wealth transfer 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 wealth transfer 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 wealth transfer plan remained up-to-date with my changing needs.
Contact a Financial Planner in Lakewood
What is one reasonable fee for a financial advisor in Lakewood? The fees for a financial advisor in Lakewood can vary based on the advisor’s experience, services offered, and the complexity of your financial situation. However, a reasonable fee for a financial advisor is typically between 1% to 2% of the assets they are managing for you.
What is the true cost of a financial advisor in Lakewood? The true cost of a financial advisor in Lakewood depends on several factors, including their fee structure, the amount of assets they manage for you, and the performance of your investments. However, the cost of a financial advisor can range from a few hundred to a few thousand dollars per year.
Is it worth the money to hire a financial advisor? Hiring a financial advisor can be worth the money if you need help managing your finances, planning for retirement, or achieving other financial goals. An experienced financial advisor can provide you with personalized advice and create a customized financial plan to help you achieve your goals.
How do I find a reasonable financial advisor near Lakewood, Colorado? To find a reasonable financial advisor near Lakewood, you can start by asking for referrals from friends or family members. You can also use online directories and search engines to find financial advisors in your area. Be sure to read reviews and check the advisor’s credentials before making a decision.
Do banks in Lakewood offer free financial advice? Some banks in Lakewood offer free financial advice to their customers. However, it’s important to note that the advice provided may be limited to the bank’s products and services. It’s also a good idea to check the credentials of the advisor providing the advice.
How do you trust a financial advisor? To trust a financial advisor, it’s important to do your research and check their credentials. Look for advisors who are certified and have a good reputation in the industry. You should also ask for referrals and read reviews from other clients. Additionally, it’s important to have open and honest communication with your advisor and to ask questions if you don’t understand something.