Gold Medal Waters, Inc. / Financial Advisor in Boulder, Colorado

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. As of today, we mainly operate throughout Colorado and Illinois; including Boulder, Denver, Fort Collins, Colorado Springs, numerous smaller Colorado mountain towns, and Chicago. With the aid of teleconferencing, our financial advisors and CFP®s increasingly work with clients all over the United States.

We believe that our client's future happiness depends on the work we do today. That proper financial planning and systematized investment management decreases negative stress and increases well-being, leading to better outcomes. That's why we're dedicated to pairing our clients with real people who deliver advice with warmth, understanding and privacy.

Our mission is pretty straightforward - we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management Asset Protection Business Planning Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Debt Management Disability Income & Long Term Care Insurance Estate Planning Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning MBA Middle Income Mutual Funds NAPFA Member Passive Investment Strategies Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Socially Responsible Investments Special Needs Planning Sustainability Wealth Management Women's Issues Young Investors