Find a Financial Planner in Routt County, CO

 

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We did the hard work of finding trustworthy partners in Routt County, CO.

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We Only Work With The Best Routt County 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 Routt County, CO


  • Financial Advisor Close to Routt County, 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 Routt County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Routt County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Routt County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
18.7% of Routt County'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 Routt County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Routt County area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Routt County area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Routt County area is generally long-term and performed with the help of a qualified planner. 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 in the Routt County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 is a good way to make high-interest debts more manageable. Advisors in the Routt County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Routt County, 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 Routt County, CO

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

  • Population: 25,072
  • % of Population 62 Years and Over: 18.7%
  • Average Home Value: $508,500
  • Average Monthly Housing Cost: $1,371
  • Average Household Income: $106,451
  • 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 Routt County, CO


CALLAHAN CAPITAL MANAGEMENT

Website

(970) 870-8750

1169 Hilltop Pkwy
106A
Steamboat Springs, CO 80487

SEC#: 801-110441
Years in Business: 4 years

GENEREUX INVESTMENT MANAGEMENT, INC.

Website

(712) 256-7500

620 Oak Street
Suite 3
Steamboat Springs, CO 80487

SEC#: 801-112129
Years in Business: 3 years

DEER PARK ROAD MANAGEMENT COMPANY, LP

Website

(970) 457-4340

1195 Bangtail Way

Steamboat Springs, CO 80487

SEC#: 801-74577
Years in Business: 9 years