COLORADOFINANCIALGROUP.COM

Colorado Financial Group | Colorado Financial Group

Skip to main content. Expertise and Purchasing Power. 2nd Opinion is a fee-based service that provides clients a comprehensive review of their existing wealth, legal, and tax planning. We combine our expertise in life insurance with a team of CPAs, wealth managers, and attorneys to review, assess, and grade the client's existing life insurance policies, wills, trusts, and other legal documents, as well as tax returns, in a holistic manner. Securities and Investment Advisory Services offered through M Hol...

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CONTACTS AT COLORADOFINANCIALGROUP.COM

Colorado Financial Group, Inc.

1586 So●●●●●●● Street

Sui●●●100

Color●●●●●rings , Colorado, 80904

United States

no●●●●●●●●●●●●●@secureserver.net

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David Briggs

1586 So●●●●●●● Street

Sui●●●100

Color●●●●●rings , Colorado, 80904

United States

719-●●●●1132

dn●●●●●●@net-shapers.com

View this contact

David Briggs

1586 So●●●●●●● Street

Sui●●●100

Color●●●●●rings , Colorado, 80904

United States

719-●●●●1132

dn●●●●●●@net-shapers.com

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Colorado Financial Group | Colorado Financial Group | coloradofinancialgroup.com Reviews

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Skip to main content. Expertise and Purchasing Power. 2nd Opinion is a fee-based service that provides clients a comprehensive review of their existing wealth, legal, and tax planning. We combine our expertise in life insurance with a team of CPAs, wealth managers, and attorneys to review, assess, and grade the client's existing life insurance policies, wills, trusts, and other legal documents, as well as tax returns, in a holistic manner. Securities and Investment Advisory Services offered through M Hol...

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1 about us

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5 executive benefits

6 wealth management

7 life insurance

8 retirement planning

9 disability and ltc

10 a 2nd opinion

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Colorado Financial Group | Colorado Financial Group | coloradofinancialgroup.com Reviews

https://coloradofinancialgroup.com

Skip to main content. Expertise and Purchasing Power. 2nd Opinion is a fee-based service that provides clients a comprehensive review of their existing wealth, legal, and tax planning. We combine our expertise in life insurance with a team of CPAs, wealth managers, and attorneys to review, assess, and grade the client's existing life insurance policies, wills, trusts, and other legal documents, as well as tax returns, in a holistic manner. Securities and Investment Advisory Services offered through M Hol...

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coloradofinancialgroup.com

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Our Team | Colorado Financial Group

http://www.coloradofinancialgroup.com/our-team

Skip to main content. Expertise and Purchasing Power. Director of Client Relations. Associate of Client Relations. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investrment Advisor, Member FINRA/SIPC. Colorado Financial Group, Inc. is independently owned and operated. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

2

EXPERTISE AND PURCHASING POWER | Colorado Financial Group

http://www.coloradofinancialgroup.com/expertise-and-purchasing-power

Skip to main content. Expertise and Purchasing Power. Expertise and Purchasing Power. EXPERTISE AND PURCHASING POWER. M Members represent some of the best and the brightest minds in the industry, and participate in a community of sharing that facilitates exchanges of new ideas and best practices. This collaboration demonstrates our commitment to continuously deliver significant value to Member Firm clients. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Reg...

3

M Financial Group | Colorado Financial Group

http://www.coloradofinancialgroup.com/m-financial-group

Skip to main content. Expertise and Purchasing Power. Expertise and Purchasing Power. With more than 140 Member Firms, M Financial Group is one of the nation's leading financial services design and distribution companies. Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Variable life and annuity products, as well as other securi...

4

Retirement Planning | Colorado Financial Group

http://www.coloradofinancialgroup.com/retirement-planning

Skip to main content. Expertise and Purchasing Power. Develop customized short and long term investment strategies based on your personal objectives, risk tolerance, time frame for accumulation, and current financial situation. Preserve and help to grow your net worth through proper allocation and diversification of assets. *. Provide you with access to select investment vehicles, including those that offer tax-deferred accumulation and tax-free distribution potential. We design and service all types of ...

5

Library | Colorado Financial Group

http://www.coloradofinancialgroup.com/library-0

Skip to main content. Expertise and Purchasing Power. The Completely Revised How to Run Your Business So You Can Leave It in Style. Fourth Edition by John H. Brown and Kathryn B. Carroll with foreword by Dave Briggs. The Number: What Do You Need for the Rest of Your Life and What Will It Cost? The Tipping Point: How Little Things Can Make a Big Difference. How to Stop Whining and Start Winning! A Guide to Goal Setting and Time Management.

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altastreet.com

Portfolio | AltaStreet Financial Web Design

http://www.altastreet.com/portfolio

Wellington Shields & Co. LLC. PZM Financial Services LTD. Colorado Financial Group Inc. AltaStreet Financial Websites focuses on website design and marketing services for financial advisors. View our financial website services. Suite 224 Toronto ,.

thelegacyhandoff.com

Legacy Hand Off

http://www.thelegacyhandoff.com/exitplanning.html

Q: What is The Legacy Hand-Off™? The Legacy Hand-Off™ is a Seven Step process that was developed by J. David Briggs, founder of The Colorado Financial Group, in conjunction with John Brown, founder of Business Enterprise Institute, in order to help the owners of closely held and family businesses develop and implement exit strategies. Q: Why does a business owner need an Exit Strategy? Q: How do I know if I need the Legacy Hand-Off™? Q: What is the Legacy Hand-Off™ Road Map? The Legacy Hand-Off™ pr...

thelegacyhandoff.com

Legacy Hand Off

http://www.thelegacyhandoff.com/firmoverview.html

The Colorado Financial Group is a catalyst for people who wish to transfer their wealth for the least amount of expense, taxation and risk. Our areas of expertise are working with closely held and family businesses in industries such as construction supply, real estate, fast food franchises, resort and recreation service companies, consultant and advisory firms and associations, but not limited to those areas. Specific referrals and endorsements upon request. Website designed and hosted by NetShapers, Inc.

legacyhandoff.com

Legacy Hand Off

http://www.legacyhandoff.com/library.html

The Completely Revised How to Run Your Business So You Can Leave It in Style. Fourth Edition by John H. Brown and Kathryn B. Carroll with foreword by Dave Briggs. The Number: What Do You Need for the Rest of Your Life and What Will It Cost? The Tipping Point: How Little Things Can Make a Big Difference. How to Stop Whining and Start Winning! A Guide to Goal Setting and Time Management. Website designed and hosted by NetShapers, Inc.

legacyhandoff.com

Legacy Hand Off

http://www.legacyhandoff.com/firmoverview.html

The Colorado Financial Group is a catalyst for people who wish to transfer their wealth for the least amount of expense, taxation and risk. Our areas of expertise are working with closely held and family businesses in industries such as construction supply, real estate, fast food franchises, resort and recreation service companies, consultant and advisory firms and associations, but not limited to those areas. Specific referrals and endorsements upon request. Website designed and hosted by NetShapers, Inc.

legacyhandoff.com

Legacy Hand Off

http://www.legacyhandoff.com/exitplanning.html

Q: What is The Legacy Hand-Off™? The Legacy Hand-Off™ is a Seven Step process that was developed by J. David Briggs, founder of The Colorado Financial Group, in conjunction with John Brown, founder of Business Enterprise Institute, in order to help the owners of closely held and family businesses develop and implement exit strategies. Q: Why does a business owner need an Exit Strategy? Q: How do I know if I need the Legacy Hand-Off™? Q: What is the Legacy Hand-Off™ Road Map? The Legacy Hand-Off™ pr...

legacyhandoff.com

Legacy Hand Off

http://www.legacyhandoff.com/process.html

One of our business owner clients recently said to us “The first time we sold our business, it was important for us to get the highest sales price possible, but the second and third times that we sold our business, we realized that the tax-effected number was significantly more important and we were able to appreciate a much higher yield.”. Website designed and hosted by NetShapers, Inc.

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Experience-based consulting and expert witness service for financial litigators is our sole focus. Premier Securities Arbitration In Colorado. Securities and investment litigation is a complex field. To navigate it successfully, knowledge of securities law and experience in financial litigation are essential. Our Specialties are Securities Litigation Consultant and Expert Witness. For Securities Arbitration in Colorado, R. Djokic and Associates, LLC Adds that Expertise to Your Team Easily and. Special ex...

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Skip to main content. Expertise and Purchasing Power. 2nd Opinion is a fee-based service that provides clients a comprehensive review of their existing wealth, legal, and tax planning. We combine our expertise in life insurance with a team of CPAs, wealth managers, and attorneys to review, assess, and grade the client's existing life insurance policies, wills, trusts, and other legal documents, as well as tax returns, in a holistic manner. Securities and Investment Advisory Services offered through M Hol...

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Colorado Financial Management, Inc. 2725 Rocky Mountain Ave #320. Making Your Life's Work Work For You And Your Family. Colorado Financial Management, Inc. is Northern Colorado’s premier investment advisory firm providing independent and client centered advice to a growing and diverse client base. We are a registered investment advisor with the Securities and Exchange Commission and focused on helping with retirement planning or meeting specific financial planning goals. 8226; Retirement planning. Call u...

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coloradofinancialplanning.com

Home | Great Futures

Skip to main content. The best thing about the future is that it comes one day at a time. I look to the future, because that’s where I am going to spend the rest of my life. Let go of the past and go for the future, go confidently in the direction of your dreams. Live the life you imagined. We know that your future cannot be predicted, but we believe with the right planning you can be prepared for much of what life brings you. Investments play a key role in your financial plan. As independent financi...