At Retirement Planning Center of the Rockies, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around creating an income they can’t outlive, as well as creating strategies to help protect against the impacts of inflation, taxation, and rising healthcare costs.
Because over ninety percent of our clients are retirees with similar concerns, we are in a good position to approach such challenges with experience and skill.
Most of our clients lack the time, the desire, or the experience to manage many of these financial decisions. We consider it an honor and a privilege to help them analyze their options and make sound choices that will help contribute to a secure and enjoyable future.
At Retirement Planning Center of the Rockies, we have made a commitment to excellence in everything we do. Our goal is to exceed our clients’ expectations at all times, and most importantly, help them “Sleep Well At Night.”
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
It's important to make sure your retirement strategy anticipates health-care expenses.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Technology tips to make your next trip even better.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Even low inflation rates can pose a threat to investment returns.
There are three things to consider before dipping into retirement savings to pay for college.
What if instead of buying that vacation home, you invested the money?
When do you need a will? The answer is easy: Right Now.