Financial Solutions of Colorado has joined the RLJ Wealth Management family

Category: Financial Planning

Should I Give to my Heirs Now, or After My Passing?

Should I Give to my Heirs Now, or After My Passing? Should I Give to my Heirs Now, or After My Passing?

Leaving an inheritance to your loved ones is a thoughtful way to show how much they mean to you. People often assume their estate will be given to their heirs once they pass away. For years, this has been the tradition — but it is no longer the only option. More often these days, people are finding ways to […]

How Much Does It Cost To Work With a Financial Planner?

How Much Does It Cost To Work With a Financial Planner? How Much Does It Cost To Work With a Financial Planner?

Creating a financial plan allows you to take control of your income, design your future, and take logical steps towards your goals. Working with a professional Financial Advisor is generally the best way to create an actionable financial plan. But sometimes, potential customers are worried about the cost of financial planning. They wonder whether they can […]

What to Expect from Your First Consultation with our Financial Advisor

What to Expect from Your First Consultation with our Financial Advisor What to Expect from Your First Consultation with our Financial Advisor

Working with a Financial Advisor can truly be life-changing. Over the years, we have helped so many people define their life plans and financial goals. We’ve guided them along the way as they’ve achieved those goals, creating the success and security they desire. When it comes to wealth management, we’ve discovered that the first step is often […]

Finding The Balance: How A Financial Planner Can Free Busy Executives Up to Spend More Time With Family

Finding The Balance: How A Financial Planner Can Free Busy Executives Up to Spend More Time With Family Finding The Balance: How A Financial Planner Can Free Busy Executives Up to Spend More Time With Family

Life as an upper-level executive is certainly busy. Just when you think your day is over, a client calls with an urgent situation. You have meetings across town well into the evening, conferences to attend on the weekend, and countless employees to supervise. Unfortunately, many busy executives end up sacrificing family time for their careers. […]

Why Young Executives Are Turning To Financial Planners More Than Ever Before

Why Young Executives Are Turning To Financial Planners More Than Ever Before Why Young Executives Are Turning To Financial Planners More Than Ever Before

Decades ago, financial planning was primarily for the wealthy and those approaching retirement. Middle-class executives and professionals often relied on their family members and friends for financial guidance when needed. However, this seems to be changing — and fast. Now, more than ever, young executives are consulting financial advisors earlier in their careers. According to a recent […]

Who Selects the Investments for my Portfolio?

Who Selects the Investments for my Portfolio? Who Selects the Investments for my Portfolio?

Selecting investments is an important part of planning for your financial future. As Financial Professionals, we generally take the lead in picking stocks for your portfolio. However, we do our best to work alongside you and take your preferences into account when choosing your investments. After all, it is your future we are planning! If you […]

Am I Ready For Retirement?

Am I Ready For Retirement? Am I Ready For Retirement?

Am I ready for retirement?  When clients first ask this question, they usually assume it is a financial one. In some regards, it is; you do need to be financially prepared in order to retire responsibly. However, there is also a significant emotional aspect to this question. Not everyone is emotionally and mentally ready to retire, even […]

How Financial Planners Help You Build Your Future

How Financial Planners Help You Build Your Future How Financial Planners Help You Build Your Future

Your finances are, by their very nature, personal. Every person’s financial life is different, and every person’s financial goals are different. As such, the idea of handing the reins over to a financial planner can be a bit intimidating. Here’s the good news: you don’t have to. Hiring a financial planner is not about relinquishing […]