Colorado Financial Advisors

Colorado Financial Advisors Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242 (513) 794-6794 Investment Advisory services offered through O.N.

We have been active in the financial services since December of 1990 and founded Colorado Financial Advisors based on a vision to create an independent investment firm that, as a trusted member of the community. Examples of recent planning services provided to client families:

• Created a retirement plan for empty nest parents with ten years until retirement
• Retirement planning for a client who sold their family business
• Advised retiring clients on best ways to apply for and draw Social Security
• Performed benefits review for a client who recently changed jobs
• Helped new physician and a dentist select disability insurance plan
• Created a step by step plan for a client to plan for their children to attend college
• Helped young professionals establish retirement plans and set three year financial goals and budget
• Reviewed and advised client on their Long term care options
• Designed an extended care plan for a widow who did not want to be a burden on her children
• Provided an insurance analysis to newlyweds allowing them to properly protect their lifestyle and help them with their mortgage options
• Discussed and educated a client on a business buy / sell agreement
• Solved a new client’s retirement income cash flow crisis by reallocating assets

Securities offered through The O.N. Investment Management Company.

The state of Colorado is requiring employers with 5 or more employees to offer a State-Mandated retirement savings progr...
03/08/2023

The state of Colorado is requiring employers with 5 or more employees to offer a State-Mandated retirement savings program and it is quickly approaching!

This link here offers more details:
https://www.shrm.org/resourcesandtools/legal-and-compliance/state-and-local-updates/pages/colorado-retirement-savings-program.aspx

Rollout dates:
March 15, 2023 – 50+ employees
May 15, 2023 – 15+ employees
June 30, 2023 – 5+ employees

We can help you set up a SIMPLE IRA or a 401(K) for your employees and it will meet the mandate requirements. There are also many tax credits for your company due to Secure Act 2.0 to offer a retirement plan and I can make sure you know all of them.

Beginning in 2023, Colorado employees whose employers do not offer a retirement plan will have access to an optional retirement savings plan through a state-facilitated retirement savings program, the Colorado SecureSavings program.

We just received a box of goodies from one of our dear clients, appreciating the service they received in 2022. CFA team...
12/21/2022

We just received a box of goodies from one of our dear clients, appreciating the service they received in 2022. CFA team is filled with gratitude and wishing you a happy holiday season.

12/08/2022

Are you wondering how to save for retirement and make the most of your investment dollars? Our team of financial advisors can help you create a personalized plan that meets your unique goals and needs. Contact us today to learn more and get started on the path to financial success!

Address

8400 E. Prentice Avenue, Ste 800
Greenwood Village, CO
80111

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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Our Specialties are: Retirement Planning, Fee Based Planning (Plan for fee), Financial Planning, Investment Planning, Social Security Planning, Pension Planning, Income Planning, Tax Efficiency Planning, Insurance Planning, Small Business Succession Planning, Retirement Plan Services.

Our team can help answer the four toughest financial questions you face: 1-What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last your life expectancy? 2-How much do you need to save on a monthly basis to be able to retire at your current standard of living and have your money last your life expectancy? 3-Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle until life life expectancy? 4-If you don't do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last to your life expectancy? Mike can give you these answers in less than 10 minutes. When do you want to know? Everyone’s economic and life situation is unique, and Our team keeps that in mind when providing financial advice. We believe that personalized service is essential when matching clients with the right financial products and services. We understand our clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial plan must reflect your personal or business situation, and so will work to highlight the financial products that best fit your goals. Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan. Contact us. We will set up a time to meet and review your needs and help you set up a plan.