Wealth Management in Monument, CO

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List of Firms

Monument, CO Wealth Management Firms

Edward Jones - Financial Advisor: Brad A Lundberg, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 16055 Old Forest Point Suite 100, Monument, CO 80132, USA
Phone (719) 481-0043
Language https://www.edwardjones.com/us-en/financial-advisor/brad-lundberg
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Advisors Asset Management Inc
SEC File# 801-62731
CRD# 46727
Location 18925 Base Camp Rd #203, Monument, CO 80132, USA
Phone (719) 488-6138
Language http://www.aamlive.com/
Time Monday: 7:00 AM – 4:00 PM Tuesday: 7:00 AM – 4:00 PM Wednesday: 7:00 AM – 4:00 PM Thursday: 7:00 AM – 4:00 PM Friday: 7:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Crystal Creek Wealth Management
Location 1832 Woodmoor Dr Suite 212, Monument, CO 80132, USA
Phone (719) 822-0101
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Carson Wealth
Location 13710 Struthers Rd Suite 220, Colorado Springs, CO 80921, USA
Phone (719) 522-2278
Language https://www.carsonwealth.com/locations/colorado-springs/
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Lang Investment Services
5 out of 5
Location 236 N, Washington St, Monument, CO 80132, USA
Phone (719) 481-0887
Language http://langinvestmentservices.com/
Directions
Edward Jones - Financial Advisor: Frank Wynne, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location 1832 Woodmoor Dr Suite 200, Monument, CO 80132, USA
Phone (719) 481-3302
Language https://www.edwardjones.com/us-en/financial-advisor/frank-wynne
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Wealth Management in Monument, CO

Where Wealth Management Advisors in Monument, CO Serve

Nestled in the foothills of the Rocky Mountains, Monument, CO is a charming town boasting a rich history and stunning scenery. At the heart of the town lies the Monument Rock, a towering sandstone formation that has become a beloved landmark for locals and visitors alike. The town is home to several top employers, including the Lewis-Palmer School District, the Tri-Lakes YMCA, and the Monument Health & Wellness Center. Major highways such as I-25 and Highway 105 run through the town, providing easy access to nearby cities like Denver and Colorado Springs. Monument is divided into several neighborhoods, each with its own unique character and charm. The historic Old Town neighborhood features quaint shops and restaurants, while the newer Jackson Creek neighborhood boasts modern amenities and spacious homes. Whether you're a history buff, nature lover, or simply looking for a peaceful retreat, Monument, CO is a must-visit destination.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Monument, CO can benefit from a bank in numerous ways. Firstly, a bank can provide them with various financial services, such as checking and savings accounts, loans, and credit cards. This is particularly helpful for residents who are looking to invest in their future or make big purchases, such as a home or a car. Additionally, a bank can offer financial advice and guidance to residents who may be struggling to manage their finances effectively. Monument, CO is a small town with a tight-knit community, and many residents may be looking for personalized financial solutions that cater to their unique needs. A bank can provide this level of service and help residents feel more secure and confident in their financial decisions. Lastly, a bank can also contribute to the local economy by investing in businesses and supporting community initiatives. Monument, CO is a town that values community involvement and sustainability, and a bank that shares these values can make a significant impact on the town's overall well-being.

Insurance Broker

Residents of Monument, CO can benefit from the expertise of an insurance broker in several ways. Firstly, brokers can help them navigate the complex insurance market and find policies that suit their specific needs. This is particularly important in Monument, CO, where residents face unique risks such as wildfires and hailstorms. Brokers can help residents find policies that provide adequate coverage for these risks, ensuring that they are protected in the event of a disaster. Additionally, brokers can help residents save money by identifying discounts and bundling options that they may not be aware of. By working with a broker, residents can have peace of mind knowing that they have the right coverage at the best price.

Retirement Planning

Residents of Monument, CO could greatly benefit from the expertise of a retirement planner. With the town's population of over 7,000 residents, many of whom are approaching retirement age, a retirement planner can provide guidance on the most effective ways to save for retirement. Monument is also known for its high cost of living, which can make it difficult for residents to save enough money for retirement. A retirement planner can help residents navigate this challenge by creating a personalized plan that takes into account their unique financial situation and goals. Additionally, Monument is located in El Paso County, which has a relatively high property tax rate. A retirement planner can help residents understand how property taxes will impact their retirement income and develop strategies to minimize their tax burden. Overall, a retirement planner can provide invaluable assistance to Monument residents as they plan for their future.

Financial Advisor

Residents of Monument, CO could benefit from the expertise of a financial advisor in a variety of ways. One specific area where a financial advisor could be particularly helpful is in navigating the unique tax landscape of the town. Monument, CO has a higher than average property tax rate, which can be a significant burden for homeowners. Additionally, the town is located in El Paso County, which has its own set of tax laws and regulations that can be confusing for residents. A financial advisor could provide guidance on how to minimize tax liability and take advantage of available deductions and credits. They could also assist with retirement planning, investment strategies, and debt management, helping residents to achieve their financial goals and improve their overall financial health.

Mortgage Loan Officer

Residents of Monument, CO can benefit from the expertise of a mortgage loan officer in a variety of ways. One of the most common ways is by assisting with the home buying process. Monument, CO is a rapidly growing community with a bustling real estate market, and navigating the complexities of purchasing a home can be overwhelming for many residents. A mortgage loan officer can help residents understand their financing options, including down payment assistance programs and government-backed loans. They can also provide guidance on credit scores and debt-to-income ratios, helping residents secure the best possible interest rates. In addition, a mortgage loan officer can help residents refinance their existing mortgages, potentially lowering their monthly payments and saving them thousands of dollars over the life of the loan. With the help of a knowledgeable mortgage loan officer, residents of Monument, CO can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Monument, CO can benefit from the expertise of a tax advisor in a variety of ways. One specific example is navigating the state's complex tax laws. Colorado has a unique tax system that includes a flat income tax rate and a variety of sales tax rates depending on the municipality. A tax advisor can help residents understand these laws and ensure they are paying the correct amount of taxes. Additionally, a tax advisor can help Monument residents with tax planning, such as finding deductions and credits to minimize their tax liability. They can also provide advice on retirement planning and investment strategies to help residents achieve their financial goals. Overall, a tax advisor can provide invaluable assistance to Monument residents in navigating the complex world of taxes and finances.

Estate Planning Lawyer

Residents of Monument, CO can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents create a comprehensive estate plan that includes a will, trust, and other legal documents that ensure their assets are distributed according to their wishes after they pass away. This is particularly important in Monument, CO, where the population is largely made up of retirees and elderly individuals who may have accumulated significant assets over their lifetime. Secondly, an estate planning lawyer can help residents minimize taxes and avoid probate, which can be a time-consuming and costly process. Finally, an estate planning lawyer can assist residents with setting up healthcare directives and powers of attorney, which can be crucial in the event of incapacity or illness. With the help of an estate planning lawyer, residents of Monument, CO can ensure that their wishes are respected and their loved ones are provided for after they pass away.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a wealth manager in Monument, CO are designed to provide comprehensive financial solutions to individuals and families. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more. Monument, CO is a unique location, known for its stunning natural beauty and rich history. Wealth managers in this area are well-versed in the local market and can provide tailored advice to clients based on their specific needs and goals. With a burst of complexity, Monument, CO is home to a diverse population of high net worth individuals who require sophisticated financial strategies to preserve and grow their wealth. From managing complex investment portfolios to navigating intricate tax laws, wealth managers in Monument, CO have the expertise and experience to help clients achieve their financial objectives.

Monument, CO is undoubtedly the best place to get a wealth manager, and there are several reasons why. One of the most compelling reasons is the town's strategic location. Monument is situated at the base of the Rocky Mountains, which makes it an ideal location for wealth management. The town's proximity to the mountains provides ample opportunities for outdoor activities, which can be a great way for a wealth manager to connect with their clients. Additionally, the area's natural beauty can help to inspire creativity and innovation, which can be a valuable asset for a wealth manager. Furthermore, Monument is home to a highly educated and skilled workforce, which means that there are plenty of talented financial professionals in the area. This makes it easy to find a wealth manager who can provide expert advice and guidance on a wide range of financial matters. Overall, if you're looking for a wealth manager who can help you achieve your financial goals, Monument, CO is the place to be.