Find a Financial Planner in Highlands Ranch, CO

 

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We Only Work With The Best Highlands Ranch Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Highlands Ranch, CO


  • Financial Advisor Close to Highlands Ranch, CO

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Highlands Ranch Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Highlands Ranch area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Highlands Ranch, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
14.3% of Highlands Ranch's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Highlands Ranch area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Highlands Ranch area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Highlands Ranch area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Highlands Ranch area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Colorado has unique laws defining which actions trigger a taxable event and has the 25th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Highlands Ranch area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Highlands Ranch area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Highlands Ranch, CO


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Highlands Ranch, CO

We evaluated over 13,000 RIA firms to bring you the best of the best Highlands Ranch financial advisors.
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How Retirement-Friendly is Highlands Ranch, CO?

  • Population: 105,631
  • % of Population 62 Years and Over: 14.3%
  • Average Home Value: $466,900
  • Average Monthly Housing Cost: $1,964
  • Average Household Income: $150,799
  • Colorado Total Tax Burden: 8.31% (25th Lowest in U.S.)
  • Colorado Property Tax: 2.76% (23rd Lowest in U.S.)
  • Colorado Individual Income Tax: 2.26% (22nd Lowest in U.S.)
  • Colorado Sales and Excise Tax: 3.29% (24th Lowest in U.S.)


The Top Financial Advisor Firms in Highlands Ranch, CO


KOZAK & ASSOCIATES, INC.

Website

(303) 847-4045

1745 Shea Center Drive
Suite 345
Highlands Ranch, CO 80129

SEC#: 801-113934
Years in Business: 2 years

JHP WEALTH MANAGEMENT, LLC

Website

(720) 580-0597

1745 Shea Center Drive
Suite 400
Highlands Ranch, CO 80129

SEC#: 801-119280
Years in Business: 0 years

MORGANROSEL WEALTH MANAGEMENT, LLC

Website

(303) 647-3801

1805 Shea Center Dr, Suite 420

Highlands Ranch, CO 80129

SEC#: 801-112145
Years in Business: 3 years

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

Website

(303) 893-1214

640 Plaza Drive Ste 160

Highlands Ranch, CO 80129

SEC#: 801-55966
Years in Business: 22 years