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McNurlin, Hitchcock & Associates

(6)

Fees, Audit & Assurance Services, Tax Planning and Consulting Services

“They have provided on-site bookkeeping, tax preparations, corporate formation, quarterly filings, worker's comp audits, tax audits, and even assistance with a non-profit for which I am a board member.”

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Financial Security Management

(6)

Real Estate, Who We Are, Your FSM Team

“Our returns are somewhat complicated with adjusting income, so they come up with a plan to help anticipate the tax burden each year which minimizes surprises at tax time.”

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JH Advisers

(9)

Understand
Decisions
Investment

“She is an excellent communicator and guides me in making decisions about my money that give me a peace of mind not only while I am in the office, but days, weeks and months later.”

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Exchange Resource Group

(8)

“ERG might not alleviate ALL of the complications, frustrations, and stresses that can arise in completing a 1031 exchange, but with their assistance and guidance it definitely makes the process a lot smoother.”

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BF Borgers CPA

(5)

“If you're looking for a very knowledgeable tax accountant who will work to ensure you pay as little tax as possible within the law, Billy Downs is worth your consideration.”

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Federal Benefits Made Simple, an E.A. Buck Company

(13)

Retirement
Information
Team

“And she covers topics that are imperative for the late career employees to know as they approach the time for applying for retirement and making final budget analyses.”

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Gaia Wealth Management

(12)

Team
Goals
Retirement

“It seems to me Julia is more willing to work within the parameters I'm comfortable with than former advisors, less eager to push products that have never made sense to me, and eager to ensure I fully understand her suggestions and all the implication...”

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Irving Planning & Investments

(7)

“My personal financial investments with Irving Planning & Investments began back in the late 80's, about 35 years ago.”

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Hinds Financial Group

Esg- Impact Investing, Life Events Planning, Retirement Planning

“Our philosophy is grounded in the fact that we care deeply about our clients, their dreams and financial goals. We communicate about the safety and security of the assets they place with us, and we are committed to the financial success of their next...”

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Abundant Prosperity Associates

(5)

Retirement

“My retirement account will provide me with tax free retirement income and should I need it, a long term care funding option without having to pay for long-term care insurance.”

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Personal Benefit Financial

Information & Tools, Brokercheck, Access Managed Accounts

“Do you know that a certified financial planner is held to the highest fiduciary regulations. A “fiduciary” is a person who holds a legal or ethical relationship of trust with one or more parties (person or group of persons). Typically, a fiduciary pr...”

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Taylor's Accounting

(4)

“I have used Taylor's Accounting for the last 8 years.”

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Cooney Associates

(2)

Retirement and Wealth Management Solutions

“Patient, experienced, good advice, thoughtful strategies, friendly staff, knowledgeable”

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Green Mountain Planning

(2)

“Nestor takes time to understand your needs and executes your financial plan based on what will work best for you.”

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Safe Money Denver

(1)

“Andrew is so professional and knows this business extremely well.”

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Wipfli

(4)

Unclaimed Property Solutions, Public Company / Pcaob Audit, Work Opportunity Tax Credit

“So far, so good”

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Complete Spectrum Financial Services

“Our Vision is to continue to be a leader in the financial services industry with honesty and integrity. This is demonstrated by our A+ rating with the Better Business Bureau. We have been an accredited business with them, with zero customer complaint...”

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Premier Financial Benefits

Tax, Cetera Market Perspecitve, Lifestyle

“Whether you are looking to build a personal retirement plan, or interested in building a plan for your business we can help you get the most out of your situation. We encourage you to explore our site and learn more about the services we provide. Sho...”

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Bason Asset Management

Retirement Plan Services

“Bason Asset Management is a flat fee only asset management firm offering tax efficient and cost-effective portfolio management based in Lakewood, Colorado just west of downtown Denver. Bason serves clients locally and across the country.”

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Legacy Retirement Services

Retirement Income Strategies, Tax-Efficient Strategies, Estate Preservation

“All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve va...”

FAQs

Can I use an annuity for retirement plan rollovers?

Annuities can be used for your retirement plan rollovers. This includes 401(k), 403(b) 401(a), 457, and IRA plans. Since these retirement assets are already in a tax deferred account, there is no tax penalty or benefit for doing so. What the fixed annuity does is provide you a product that provides guarantees on your principal, access to your money if needed, and deferral of current income taxes on your interest earnings. While you may benefit from tax deferral with an IRA or other qualified retirement plan without the use of an annuity contract, annuities may provide additional insurance and annuity related benefits.

At what age should I consider a fixed annuity?

Fixed annuity strategies are available for people of any age. However, they are generally purchased by individuals aged 50 to 80. There are annuity strategies available for clients up to age 100.

How do I find an advisor who understands my needs?

Our main focus is to help our clients pay less in taxes and enjoy a financially stress-free retirement. There is never a fee to meet with any of our advisors.

How can I get free information about annuities?

We can provide you with a free brochure about any type of annuity. The best way to find out which type of annuity might be suited for your needs and goals is to attend one of our free educational seminars, or schedule a complimentary appointment with us.

What if I have a specific question about annuities?

If you have a specific question about annuities that you would like to get answered, you can email us your question, and we will answer your question in a timely manner via email or phone.

You can find more info on the FAQ page of our website.

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Bespoke Retirement Advisors

Life Insurance, Retirement Health Care, Guaranteed Life Income

“Fifty years ago, few people worried about what would happen if they had to take care of an aging parent or grandparent. Fast forward to today, where many people no longer reside near or even in the same state as their parents and grandparents. It is ...”

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SMC Company

“SMC Company, LLC is one of the leading firms in and throughout Lakewood, CO. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedicatio...”

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Gibson Capital

Whiteboard Videos

“Steve makes sure his clients find the right financial solutions to fit their goals and needs regardless of what stage they are in life. Whether you are a Gen Zer or millennial looking to get a head start on your financial future, a Gen Xer looking to...”

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Legacy Wealth Partners

(1)

“Alec not only cares about his clients as individuals, but also has extensive knowledge on how to tailor their portfolio to their lifestyle and goals.”

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Average Cost	$3615
Minimum cost	$1205
Maximum cost	$10243
Avg Per Hour Rates	$362

Best Financial Advisors in Lakewood, CO

The highest-rated Financial Planning & Wealth Management companies out of 173 vetted & reviewed in the Lakewood area.

McNurlin, Hitchcock & Associates

Financial Security Management

JH Advisers

Exchange Resource Group

BF Borgers CPA

Federal Benefits Made Simple, an E.A. Buck Company

Gaia Wealth Management

Irving Planning & Investments

Hinds Financial Group

Abundant Prosperity Associates

Personal Benefit Financial

Taylor's Accounting

Cooney Associates

Green Mountain Planning

Safe Money Denver

Wipfli

Complete Spectrum Financial Services

Premier Financial Benefits

Bason Asset Management

Legacy Retirement Services

Bespoke Retirement Advisors

SMC Company

Gibson Capital

Legacy Wealth Partners

Retirement Planning and Investment Management Services in Lakewood, CO Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lakewood

Popular in Lakewood