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TOP 30 Estate and legacy planning in Colorado Springs, CO
11 results found
Search for local businesses, places and services near you
Legacy Wealth Management Inc
Legacy Wealth Management Inc, located at 7045 Campus Drive in Colorado Springs, Colorado, is a finance institution dedicated to helping clients build their legacy. Led by James M. Thomas, CFP®, the team at Legacy Wealth Management offers a range of services including insurance, investing, retirement planning, estate planning, and wealth preservation. On their website, you can find informative videos and calculators to help you better understand financial concepts and make informed decisions. The institution emphasizes the importance of working with skilled professionals to achieve your financial goals.
Buckley Law
Buckley Law, located at 1277 Kelly Johnson Boulevard in Colorado Springs, Colorado, is a boutique law practice specializing in legacy planning, asset protection, and wealth preservation. Led by attorney John C. Buckley III, a graduate of the USAF Academy, Webster University, and Harvard Law, the firm offers services in estate planning, business planning, corporate law, and nonprofit planning. The team at Buckley Law is dedicated to helping families, business owners, and individuals control and preserve their wealth through personalized legal strategies and counseling. With a focus on unique and customized solutions, they strive to provide expert guidance in navigating complex legal matters.
Forbush Legal, PLLC
Forbush Legal, PLLC is a law firm located at 902 South Weber Street in Colorado Springs, Colorado. Our holistic philosophy includes addressing the financial, physical, emotional, and spiritual aspects of estate design, asset protection, and business planning. We are dedicated to helping individuals, families, and entrepreneurs protect their loved ones, preserve their wealth, save taxes, and promote philanthropy. Our passion lies in assisting people in preparing for disability and death, preserving their family legacy, passing on their family business, and educating them on stewardship. With expertise, compassion, and a personal touch, we guide our clients in making sound planning decisions. Our approach is unique, innovative, and cutting-edge, aiming to provide comprehensive and rewarding solutions.
Forbush Kevin M
Forbush Kevin M is a law firm located at 902 South Weber Street in Colorado Springs, Colorado, United States. Specializing in estate design, asset protection, and business planning, our philosophy is holistic and inclusive of the financial, physical, emotional, and spiritual aspects of our clients' needs. Our purpose is to help individuals, families, and entrepreneurs protect their loved ones, preserve their wealth, save taxes, and perpetuate philanthropy. We are passionate about helping people prepare for disability and death, preserve their family legacy, pass on their family business, and educate them on various aspects of stewardship. Our team provides wisdom, vision, expertise, and compassion to help our clients make sound planning choices. From the initial meeting through the implementation of the plan, we strive to develop strong and lasting relationships with our clients and their advisors.
The Harris Law Firm
The Harris Law Firm, located at 2 North Cascade Avenue in Colorado Springs, Colorado, has been serving families across the state for over 30 years. Specializing in estate planning and family law matters, the firm offers personalized services to help clients achieve their goals and establish a lasting legacy. With a team of compassionate, skilled, and experienced attorneys, The Harris Law Firm focuses exclusively on divorce and family law cases, having helped over 8,000 clients since 1993. The firm understands that family law issues can be complex and emotionally challenging, which is why they take the time to get to know each client's unique situation, needs, and goals. Whether you are contemplating divorce or facing another family law matter, The Harris Law Firm provides the insight and resources needed to guide you through the legal process.
Baobab Wealth Management
Baobab Wealth Management is a leading finance institution located at 1980 Dominion Way in Colorado Springs, Colorado, United States. Our team of experienced financial experts is dedicated to helping clients achieve their financial goals and secure their future. We offer a wide range of wealth management services, including investment planning, retirement planning, estate planning, and more. At Baobab Wealth Management, we prioritize building strong, long-lasting relationships with our clients and providing personalized financial solutions tailored to their unique needs. Trust us to guide you towards financial success and prosperity.
Cara Chafetz - Raymond James
Cara Chafetz - Raymond James is a finance institution located at 421 North Tejon Street in Colorado Springs, Colorado. As a branch of the reputable Raymond James financial services firm, Cara Chafetz offers a wide range of financial planning and investment services to help clients achieve their financial goals. With a team of experienced financial advisors, they provide personalized guidance and strategies tailored to each client's unique needs and objectives. Whether you are looking to build wealth, plan for retirement, or navigate complex financial decisions, Cara Chafetz - Raymond James is dedicated to helping you make informed choices and secure your financial future.
Andrew Rothenbury - Thrivent
Andrew Rothenbury - Thrivent is a finance institution located at 2060 Briargate Parkway in Colorado Springs, Colorado. Licensed in multiple states including CO, FL, GA, MN, MO, OH, TX, UT, and WI, we specialize in comprehensive financial planning services such as retirement income, investment strategies, tax efficiency, and estate planning. Our goal is to provide clarity, reduce financial stress, and help clients prioritize their passions in retirement. As a Financial Advisor at the Peak Legacy Group, we strive to guide our clients towards good stewardship and sound financial decisions that can impact multiple generations. We address important questions about retirement planning, risk assessment, and overall financial well-being. Thrivent does not provide legal, accounting, or tax advice, but works with clients to create personalized financial plans through its Financial Planning Framework.
Chad Sheiner - RBC Wealth Management Financial Advisor
Chad Sheiner, a financial advisor with RBC Wealth Management, offers personalized financial planning services to clients in Colorado Springs, Colorado. Located at 102 South Tejon Street, Chad Sheiner helps individuals and families achieve their financial goals through comprehensive investment strategies and wealth management solutions. With a focus on building long-term relationships based on trust and integrity, Chad Sheiner provides expert guidance to help clients navigate the complexities of the financial world and secure their financial future.
Douglas Gardner Cetera Advisors
Douglas Gardner Cetera Advisors is a reputable finance institution located at 1418 North Tejon Street in Colorado Springs, Colorado, United States. With a team of experienced financial advisors, they provide expert guidance and personalized financial solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Douglas Gardner Cetera Advisors offers comprehensive services tailored to your individual needs. Trustworthy and dedicated, they are committed to helping you secure a stable financial future.
Christopher Durham - Financial Advisor, Ameriprise Financial Services, LLC
Christopher Durham is a financial advisor at Ameriprise Financial Services, LLC located at 2438 Research Parkway in Colorado Springs, Colorado, United States. He offers personalized financial advice to help clients prepare for their future goals, whether it's saving for college, planning for retirement, or making smart investments. Christopher takes the time to understand what is truly important to each individual, allowing them to feel more confident and in control of their financial life. If you have questions or would like to schedule a complimentary initial consultation, Christopher is available to meet and discuss your financial goals. He can provide insight on market trends and help determine an appropriate investment strategy based on your risk tolerance. Christopher is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website.
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