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A wonderful time at the Ince Wedding

It brings great joy to us to help make someone’s day super extraordinary. We love to make our clients feel special and make every effort to show them how much we appreciate them as clients and friends! Congratulations!!!    

Boulder County Fair Parade 2018

Celebrating our clients and veterans at the Boulder County Fair Parade!  

Longmont Chamber of Commerce Golf Tournament 2018

We had a great time passing out mimosas and supporting local golfers at the Longmont Chamber of Commerce Golf Tournament!! 

Anthem Ranch Parade July 2018

The Anthem Ranch Community in Broomfield kicked off July with a Hot Wheels Club Parade. We offered our limousine to our clients who live in the Anthem Ranch Community and participated in the parade. Brittany joined in on the fun, and everyone had a wonderful time!                    […]

Elite Holiday Party 2017

Thank you to everyone who attended our 12th Annual Holiday Party at the Fox Hill Club. We had a wonderful time celebrating with everyone and are thankful for each and every client that trusts us with their retirement income.

Because of your generosity…

Thank you… Last week, we had the pleasure of hosting our annual open house toy drive for the TLC Learning Center.  We feel so fortunate that we have the ability to give back during the holiday season with everyone’s help.  We are always grateful for the generosity of our clients, but this year we have […]

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A wonderful time at the Ince Wedding

It brings great joy to us to help make someone’s day super extraordinary. We love to make our clients feel special and make every effort to show them how much we appreciate them as clients and friends! Congratulations!!!    

Gen X: Your Retirement Catch-Up Plan

Are you a member of Generation X? Generally defined as individuals born between the mid-1960s and early 1980s, Generation Xers today are in their 40s and 50s. They still have time to save for retirement, but it’s quickly approaching on the horizon. Generation X has faced a number of challenges, including the financial crash of […]

Boulder County Fair Parade 2018

Celebrating our clients and veterans at the Boulder County Fair Parade!  

3 Questions to Ask Yourself Before You Purchase Long-Term Care Insurance

According to the U.S. Department of Health and Human Services, today’s 65-year-olds have a 70 percent likelihood of needing long-term care at some point in their lives.1 That means long-term care will be a reality for many retirees. Long-term care is extended assistance with basic daily functions such as bathing, mobility and eating. It’s often […]

The ABCs of Medicare

Getting ready to retire? If so, you have some big decisions ahead of you, such as when to file for Social Security and how to manage your investment strategy. Perhaps one of your biggest decisions is when to enroll in Medicare and what type of coverage to select. In its original form, Medicare only covered […]

Should You Follow the 4 Percent Rule in Retirement?

If you’re like most retirees, you’ve spent much of your career accumulating assets to fund your retirement. You’ll likely rely on those assets to generate a portion of your retirement income. While you will likely have Social Security income and possibly even a pension, you may also need income from your savings. The challenge for […]