Find a Financial Planner in Westminster, CO

 

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

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We Only Work With The Best Westminster 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 Westminster, CO

  • Financial Advisor Close to Westminster, 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 Westminster Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Westminster area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Westminster can include managing client retirement accounts, investments, tax plans, and more.
16.8% of Westminster'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 Westminster area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Westminster area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Westminster area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Westminster 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 in the Westminster 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 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 Westminster 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 Westminster, 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 Westminster, CO

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

  • Population: 112,962
  • % of Population 62 Years and Over: 16.8%
  • Average Home Value: $343,800
  • Average Monthly Housing Cost: $1,444
  • Average Household Income: $96,639
  • 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 Westminster, CO


APO FINANCIAL SERVICES, LLC

Website

(720) 588-2000

10155 Westmoor Drive
Suite 175
Westminster, CO 80021

SEC#: 801-118090
Years in Business: 1 years

TOWNSEND

Website

(303) 452-5986

2761 W. 120th Ave., Suite 200

Westminster, CO 80234

SEC#: 801-66559
Years in Business: 15 years