Financial Advisors in Broomfield, Colorado (Broomfield County)

Arlen Olberding, CFP, MBA
Three Reasons to Choose GFP: Independence - We work for you, period. Being a fee-only financial planner, we are compensated solely by our clients. We do not accept sales commissions - we work only for our clients. Because we do not sell financial products such as investments and insurance, there are no third-party relationships or outside influences to color our thinking or financial recommendations. Experience - Up-and-down markets, inflation, principal protection, tax minimization - you know the challenges. So, as you'd guess, experience matters. Guidepost Financial Planning brings over 15 years of experience to each and every relationship:
Trust - One of the main reasons people defer financial planning is that they don't know who they can trust. Guidepost Financial Planning takes your trust very seriously. We are not only CERTIFIED FINANCIAL PLANNER(TM) practitioners, but have voluntarily committed ourselves to acting as a fiduciary in your behalf. Simply put, we work for you. We must place your interests ahead of ours.... See More

Sunit Bhalla, CFP, MSFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);
OakTree Financial Planning specializes in financial planning and portfolio management for engineers and other technology professionals. Our goal is to alleviate your financial anxieties so that you can focus your time and energy on more enjoyable aspects of your life. Financial planning includes determining the correct tradeoffs between how much you save while you work, when you retire, and how much you spend in retirement. The financial planning process also involves working with you and other professionals to make sure you are properly insured and have appropriate estate planning documents, including wills, living wills, and powers of attorney. The portfolios that we create and manage for our clients are well-diversified, low-cost, and tax-efficient. OakTree Financial Planning is a fee-only firm, which means that all fees are fully disclosed and paid directly to us by our clients. We do not sell investments, insurance, or other products and we do not receive any commissions. We believe that this fee structure allows us to be more objective because it reduces possible conflicts of interest.... See More

Fee only financial planning.
Affordable, independent, no conflicts of interest.
I do not sell financial products.
Fox 21 News Money Matters guy.
AssociatedContent.com