Financial Solutions of Colorado has joined the RLJ Wealth Management family

Category: Wealth Management

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 […]

How Can I Still Feel In Control of My Finances When I Work With a Financial Advisor?

How Can I Still Feel In Control of My Finances When I Work With a Financial Advisor? How Can I Still Feel In Control of My Finances When I Work With a Financial Advisor?

As they go through their daily lives, most people prefer to feel like they’re in the driver’s seat making the decisions and choosing their own path. Psychologists refer to this notion as a sense of agency. It’s the feeling that you’re in control of your life, rather than simply drifting through it. Your sense of agency comes into play […]

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 […]

Why Partnering With A Financial Advisor Can Help Business Owners Achieve Long-Term Financial Success

Why Partnering With A Financial Advisor Can Help Business Owners Achieve Long-Term Financial Success Why Partnering With A Financial Advisor Can Help Business Owners Achieve Long-term Financial Success

As a business owner, you quickly learn how important it is to plan ahead. You need to simultaneously focus on solving the problems that pop up today while preventing other problems from arising years down the line. Solid planning and decision-making along the way will help guarantee your long-term success in business. The same is true […]

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. […]

As A Business Owner, What Steps Can I Take To Prepare Myself For A Comfortable Retirement?

As A Business Owner, What Steps Can I Take To Prepare Myself For A Comfortable Retirement? As A Business Owner, What Steps Can I Take To Prepare Myself For A Comfortable Retirement?

Retirement often looks different to a business owner than it does to an employee. Some business owners are so busy with their careers and family that they barely find time to think about retirement. Others love their work so much that the idea of retiring rarely crosses their mind. Still, others believe they’ll never be able to […]

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 […]