Financial advisor for estate planning in Colorado

Ted Kouba - Thrivent is a finance institution located at 501 South Cherry Street, Denver, Colorado, United States. They offer customized financial planning solutions tailored to fit your lifestyle. With 5280 Associates, you know the full menu of services available to you and the exact price beforehand. Their team of Certified Financial Planners (CFPs) work as fiduciaries at all times to ensure your best interests are always the priority. Services include retirement planning, investment management, estate planning, and insurance coverage. They offer fee transparency and strive to provide holistic advice to help you achieve your financial goals. With a minimum investment of one million dollars for investment management, they also offer financial planning programs for clients at any value. The team at 5280 Associates is dedicated to being your advocate and working with you to develop comprehensive financial plans that work for you. Visit their main office in Denver or check out their website for more information on their services and pricing models.

John Manzanares - Thrivent is a finance institution located at 9250 East Costilla Avenue, Suite 450, Greenwood Village, Colorado. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with a professional in those areas. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Jeremy Hotsenpiller - Thrivent is a finance institution located at 9250 East Costilla Avenue, Greenwood Village, Colorado, United States. With over 25 years of experience in leading Financial Services teams in the Denver Metro area, Jeremy is dedicated to serving communities, advisors, and clients with purpose and passion. The institution is licensed in multiple states including AZ, CA, CO, FL, IA, MO, NE, NM, TX, and WY. Thrivent offers financial planning services and investment advisory services through Thrivent Investment Management Inc. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services for a fee. Insurance products issued by Thrivent are not available in all states. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Visit Thrivent.com for more information on professional designations and the services offered.

Bridget Summers - Thrivent is a finance institution located at 9250 East Costilla Avenue in Greenwood Village, Colorado, United States. As a Financial Advisor, Bridget Summers is dedicated to helping individuals and families achieve their financial goals and attain freedom in their lives. With a holistic approach to financial planning, Bridget aims to bring clarity and peace of mind to every financial situation. Licensing information can be found through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent Financial for Lutherans provides insurance products, while securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit Thrivent.com for more information on their services and financial advisors.

Brian Janes - Thrivent is a finance institution located at 9250 East Costilla Avenue in Greenwood Village, Colorado. Specializing in financial services, Thrivent offers a wide range of products and solutions to help individuals and families plan for their financial future. With a team of experienced professionals, Brian Janes - Thrivent is dedicated to providing personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to invest for retirement, save for college, or protect your assets, Brian Janes - Thrivent can help you navigate the complexities of the financial world. Visit their office in Greenwood Village today to learn more about how they can assist you in securing your financial future.

Agora Wealth Management is a finance institution located at 1425 North Union Boulevard in Colorado Springs, Colorado. We specialize in providing comprehensive wealth management services to individuals and families, helping them achieve their financial goals and secure their financial future. Our team of experienced advisors offers personalized investment strategies, retirement planning, estate planning, and more to ensure our clients are on the path to financial success. Visit us today to learn how we can help you build and preserve your wealth for the long term.

Stephanie Colgate - Thrivent is a finance institution located at 2060 Briargate Parkway in Colorado Springs, Colorado, United States. They specialize in empowering women, families, and retirees to make the most of their resources and invest in what matters most to them. Licensing information is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult their own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.

Infinite Tax Solutions is a premier accounting and finance institution located at 4840 Pearl East Circle in Boulder, Colorado. Our experienced team is dedicated to helping individuals and businesses get their taxes under control. We offer a complimentary initial consultation to assess your specific needs and develop a personalized tax strategy. From tax preparation for individuals, corporations, LLCs, partnerships, non-profits, trusts, and estates, our experts are here to provide comprehensive solutions for all your financial needs.

Colonial Tax Consultants is a leading institution in accounting, finance, and legal services located at 2000 South Colorado Boulevard in Denver, Colorado, United States. With a team of experienced professionals, we offer expert advice and assistance on tax planning, financial management, and legal matters. Our mission is to provide top-notch services to our clients and help them navigate the complexities of the financial and legal world. Contact us today for all your accounting, finance, and legal needs.

Tier One Tax, located at 9380 Station Street in Lone Tree, Colorado, is a premier institution specializing in accounting and finance services. With a focus on tax preparation for the present and tax planning for the future, Tier One Tax sees taxes as an opportunity rather than a burden. Their dedicated tax team stays ahead of federal and state tax law changes, ensuring that clients are informed and prepared for any potential impacts. Unlike other financial firms, Tier One Tax has developed their own systems to monitor tax law updates and identify opportunities for maximizing financial outcomes. Their experienced tax professionals are available for personal, business, and trust/estate returns, offering flexible and accurate tax services tailored to each client's needs.

Mark L. Sanders, C.P.A., C.V.A., C.F.F., C.G.M.A. is a trusted accounting and finance institution located at 2 Mountainview Road, Greenwood Village, Colorado, United States. With over 30 years of experience in tax expertise, accounting, consulting, and income tax work, Mark L. Sanders is dedicated to meeting all of your individual or corporate tax and financial needs. Specializing in accounting, consulting, income tax planning and preparation services for individuals, small businesses, and various entity structures, Mark L. Sanders also offers expertise in trust and estate issues. As a Quick Books Pro Adviser, he provides financial forensics, litigation support services, and representation before the I.R.S. and state taxing authorities.

Kramer & Jensen is a reputable accounting and finance institution located at 7430 East Caley Avenue in Centennial, Colorado, United States. At Kramer, Jensen & Bagby, they offer a wide range of tax and accounting services tailored to meet the specific needs of individuals and businesses. Their experienced professionals provide expert advice on tax return preparation for various entities including individuals, corporations, partnerships, LLCs, S-corps, trusts, and estates. They specialize in proactive tax planning to ensure clients take advantage of all available tax breaks and make informed financial decisions with confidence. Their consulting services offer creative and flexible strategies to address unique business challenges. Additionally, they provide year-round support for day-to-day bookkeeping tasks and financial statement preparation, allowing businesses to operate more efficiently.

Kramer & Jensen, LLC is a reputable accounting and finance institution located at 7315 East Orchard Road in Greenwood Village, Colorado, United States. More than just an accounting firm, Kramer, Jensen & Bagby offers personalized tax and accounting services tailored to meet your specific needs. With expertise in various industries, market segments, and state tax laws, their experienced professionals act as trusted advisors every step of the way. Whether you need assistance with tax return preparation for individuals, corporations, partnerships, trusts, or estates, or require consulting services for financial and tax decisions, Kramer & Jensen is here to help. Their proactive tax planning strategies ensure that you take advantage of every tax break you deserve, allowing you to keep more of what you earn.

Mogg & Associates, LLC is a leading accounting and finance institution located at 5601 South Broadway in Littleton, Colorado, United States. Our team is dedicated to guiding you towards a healthy financial future and taking the stress out of running your business. We offer deep analysis and strategic guidance to help you make sound business decisions. With our seamless cash flow management and timely outgoing payments, you can trust us to handle your financial needs with precision. Additionally, our online apps provide everything you need to conduct business with ease. Choose Mogg & Associates, LLC for expert financial services that go beyond the numbers.

George Aktines, Bankers Life Agent is an insurance agency located at 7222 Commerce Center Drive in Colorado Springs, Colorado, United States. As a dedicated Bankers Life agent, George Aktines provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on professionalism and customer service, George Aktines is committed to helping clients navigate the complexities of insurance and find the right coverage for their needs. Contact George Aktines, Bankers Life Agent today to learn more about how they can help you secure your financial well-being.