Financial Advisors in Palmer Lake, Colorado (El Paso County)

Fee only financial planning.
Affordable, independent, no conflicts of interest.
I do not sell financial products.
Fox 21 News Money Matters guy.
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Mary Brooks, CFP, M.Ed.
Brooks Financial Planning is a fee-only financial planning and Registered Investment Advisory firm headquartered in Colorado Springs, Colorado. Clients have the flexibility to engage on either a one-time as-needed basis, or on an ongoing basis. The firm works with individuals and families, offering comprehensive life planning and also limited-scope engagements that focus on specific issues of immediate concern.... See More

Dave Forbes, CFA, CFP
Humanizing The Process of Planning Your Financial Future
Who We Are: We are a team committed to building lifelong relationships with the individuals and families we are honored to serve.
What We Do: We help families gain financial clarity and order, enabling wise choices for today, tomorrow, and future generations.
We are a catalyst for the transformation of dreams, hopes, goals, and aspirations into tangible planning designed to help each of our clients achieve what matters most to them.
Why We Exist: To honor God, love others, and serve with excellence.... See More

Linda Leitz, CDFA, CFP, EA, MBA, PhD
@import url(http://napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); Peace of Mind Financial Planning, Inc. believes that financial planning should be accessible to everyone. Most people will be able to meet their goals if they make good financial decisions throughout their lives, and many people find that expert advice allows them to make those good decisions. It's not about just making money, it's about achieving the life they want. We help people from the time they begin their careers until their biggest financial concern is having their money go to the people and the causes they care about when they pass on. We help our clients be excited about achieving their financial goals and minimize their worries so they can sleep at night. Services include: Investment Strategy, including asset allocation, and investment recommendations and implementation; Retirement Planning; Insurance analysis and recommendations; Estate Planning regarding wills, powers of attorney, health powers of attorney, living wills, and other estate issues; Tax Planning; Individual Income Tax Return Preparation; Goal Setting; Budgeting and Record Keeping; General Financial Planning... See More

Steven King, CFP, MBA
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King Financial Planning & Management, LLC provides comprehensive financial planning and investment management services to a select group of families and individuals. We believe that the root of financial success lies in understanding your life’s goals, then structuring your finances to achieve those goals. We strive to help our clients identify what is truly important to them in life, and then develop a plan that incorporates their goals. We believe in simplification, and we strive to help our clients simplify, rather than complicate, their financial lives. Please visit our website at www.kingfinancialplanning.com for more information.... See More

Mary Alpers, CFP, EA, MBA
Fiduciary, Fee-Only, Tax focused Financial Planning Firm serving professionals, successful business owners and retirees in Monument, Colorado Springs, Castle Rock and Parker. Our methods and models result in strategic long term investment management and retirement planning. Comprehensive services include tax planning, small business development, estate planning, education funding, and charitable intentions. For more information: www.alpersfinancial.com... See More

Susan Strasbaugh, BS, CFP, EA
Strasbaugh Financial Advisory, Inc. works with successful corporate executives and business owners to articulate their long-term financial goals, and to put into place the comprehensive plans to acheive these goals. We develop and implement investment strategies after a thorough review of your tax situation, estate planning needs and retirement goals. Please visit our website, www.strasbaughfinancial.com, for more information or to schedule a complimentary initial consultation.... See More

Peoples Investment Professionals Financial Advisors can help you to ensure a bright financial future with a sound financial plan. We offer a range of products from retirement accounts, college savings accounts, municipal bonds, life insurance to long-term care planning.... See More

Dan Andrews
Financial 'Adulting' Guidance & Encouragement for Millennials. Our goal is to make Financial Planning fun!
Dan Andrews, CFP® enjoys guiding and encouraging millennials through their financial 'adulting' responsibilities. His behavioral-finance style focuses on helping individuals in the Well-Rounded Success community define his/her own definition of success, make good decisions, and to also be philanthropic while along their journeys.
A millennial helping millennials with Proactive Adulting responsibilities. A fee-only CERTIFIED FINANCIAL PLANNER™ who acts as a fiduciary - meaning he puts his client's interests before his own.
At the heart of the Well-Rounded Success brand is the desire to lead a community of giving millennials while helping others live the lives they intend. We choose to focus our efforts on those pursuing well-rounded lifestyles by:
1) Inspiring our community to live life with intention. 2) Helping people within our community prepare a financial foundation to live the lives they intend. 3) Hosting events to bring together well-rounded people. 4) Practicing what we preach. High five!... See More

Kyle Hurt, CFP, MBA
If you are here, you have taken a great first step to achieving your financial aspirations and dreams! Whether you are just starting out in your career or have accumulated your nest egg and are winding down your working career, a well crafted financial plan is critical to help reaching your individual goals and objectives for you money.
Lifetime Capital Management, Inc. is a Registered Investment Adviser that works on a fee-only basis. We act as a fiduciary to our clients and put their interests ahead of our own. Any advice given is free of conflicts as we are not compensated or reimbursed based on products or investments recommended. All advisers in the firm are Certified Financial Planners ® and have over 35 years combined industry experience.
Lifetime Capital Management, Inc. is an investment firm that puts people before paper. Your investment portfolio is not just a bundle of numbers but is the sum total of your financial past and present. It's the potential from which you can build your future and, managed wisely, can be the gateway to achieving financial independence. Contact us today for a free discovery session to learn how we can help you plan and achieve your financial goals.


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D. Austin Lewis, CFP, JD, MBA

https://401kisc.com/ KISC is an RIA with focus on Fiduciary services to qualified plans, differentiates itself by incorporating Behavioral Economics Consulting in their Plan Design.

Nestor Vargas is a Denver, CO Fee-only financial planner. Green Mountain Planning provides comprehensive financial life management to help families and professionals, better communicate about their money life, accelerate their savings plan, and live a purposeful life. As a fee-only, fiduciary, and independent financial advisor, Nestor Vargas is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.... See More

Innovative Financial is a fee-only financial planning firm dedicated to helping individuals and families make great financial decisions that help them achieve their dreams.

Gold Medal Waters is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians.... See More