Get sound advice for financial planning from Colorado advisers who can help you create a portfolio of investments including stocks, life insurance, annuities and more. Plan for the future, or get help managing an out-of-date portfolio that needs updating. Whether you're looking to start investing or need help with long-term investments you already have, a knowledgeable Colorado financial planner is a great place to start.

If your Colorado business needs a well-rounded financial planner, Colorado has many good advisers from which to choose. Create the right mix of retirement plans, group insurance or executive investments to meet the needs of your employee base. Let financial planners in CO help you make the right decisions when it comes to securing the future of your company and your employees.

1. Find an adviser in financial planning in Colorado with experience in your preferred types of investments.

2. Look for full-service CO financial planning to help you choose the options that work for you and your employees.

3. Use specialty Colorado financial planners and advisers for specific investment situations when you know what you want before you walk in the door.

Action Steps
The best contacts and resources to help you get it done

Seek Colorado financial planning services while considering the many options available

Look for a financial planner who provides a wide range of financial investment choices when it comes to investing. If you are starting from scratch, you'll be better off finding a planner who offers many options so you can pick and choose in putting together a workable plan.

I recommend: Get first-time financial advice from Advisor Financial Services based in Colorado Springs, or utilize the fee-only services provided by the independent certified financial planning office of Elliott Financial in Lafayette, CO, for all your future finance planning.

Find a certified financial planner in Colorado who will be there for you in the future

When you're investing in your future, you want to work with someone you know will be there for you whether it's in five years or 50 years. Find financial planners who are eager to keep you as clients by working with you and keeping you well informed of all changes in your portfolio.

I recommend: Find a permanent fixture in Montrose-based ElderAdo Financial services, or begin a long-standing relationship with fee-only financial planning and investment firm Miceli Financial Planning in Littleton to help you plan now and in the future.

Work with financial planners in Colorado who specialize in certain types or styles of investments

If you've already got a good handle on your investment portfolio and financial future, but you are interested in expanding within a certain area, find a planner who specializes in that area of investments.

I recommend: Use Denver-based Madison Financial Partners for exit planning to help you close a business with the best financial results possible, or access Great Futures in Englewood for help planning your estate and more.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  You should not be charged for an initial meeting with Colorado certified financial planners. If a planner asks for an upfront payment, he or she is not a legitimate financial adviser.