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We Take Your Financial Peace of Mind Personally. Genuine Concern for the Best Interests of Our Clients. To our world of financial planning. Our financial expertise, spanning decades, can be very helpful no matter what stage of life you are in. Our special areas of focus include - but are not limited to - financial planning, investing, retirement planning, and many categories of insurance including life insurance, term life insurance, whole life insurance, universal life insurance, long-term care insu...

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PERFECT PRIVACY, LLC

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We Take Your Financial Peace of Mind Personally. Genuine Concern for the Best Interests of Our Clients. To our world of financial planning. Our financial expertise, spanning decades, can be very helpful no matter what stage of life you are in. Our special areas of focus include - but are not limited to - financial planning, investing, retirement planning, and many categories of insurance including life insurance, term life insurance, whole life insurance, universal life insurance, long-term care insu...

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3 retirement planning

4 investing

5 insurance

6 estate planning

7 why choose us

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Home | Irongate Financial Services | irongatefinancial.com Reviews

https://irongatefinancial.com

We Take Your Financial Peace of Mind Personally. Genuine Concern for the Best Interests of Our Clients. To our world of financial planning. Our financial expertise, spanning decades, can be very helpful no matter what stage of life you are in. Our special areas of focus include - but are not limited to - financial planning, investing, retirement planning, and many categories of insurance including life insurance, term life insurance, whole life insurance, universal life insurance, long-term care insu...

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irongatefinancial.com

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Investing | Irongate Financial Services

http://www.irongatefinancial.com/investing

There is value in choosing the Irongate Financial Services team of professionals to serve as your Investment Coaches. We will prove our worth in both up-market periods as well as challenging market periods. Examples of some of the topics and questions we would cover in an investment discussion with you include:. Risk/Return/Reward options and considerations. Economic short and long term outlook and it’s effect on investment decisions. Securities and Investment Advisory Services offered through Geneos Wea...

2

Community Efforts | Irongate Financial Services

http://www.irongatefinancial.com/community-efforts

The Irongate Financial Services team believes in giving back to the community and gains great personal satisfaction from doing so. Their efforts in the community include financial contributions, serving on boards of non-profits and volunteering their time and energy to helping others. The information below gives you a quick snapshot of just a few of the community organizations the Irongate Financial Services team supports. Cherry Creek High School Interact Club. Colorado Financial Planning Association.

3

Why Choose Us | Irongate Financial Services

http://www.irongatefinancial.com/why-choose-us

Custom: slideshow for why choose us. Careful, Concise, Complete. On-Going Reviews Of Client Portfolios. Genuine Concern for the Best Interests of Our Clients. Our Irongate Financial Services team is totally committed to providing you with the best financial planning services possible. David L. Stevens, MBA, CPA/PFS, CFP. Dave is licensed in Colorado as a Certified Financial Planner Designee, a Certified Public Accountant, Licensed Insurance Agent, and he holds various securities licenses. He has earned a...

4

Services | Irongate Financial Services

http://www.irongatefinancial.com/services

Great Possibilities For Our Clients. Genuine Concern for the Best Interests of Our Clients. We are confident youll appreciate the way we do business. We look forward to having a conversation with you about the services we can provide including:. Call us today and let us help you gain financial peace of mind. Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA. For information concerning the licensing status or disciplinary history of broker-dealer, inve...

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Financial Planning | Irongate Financial Services

http://www.irongatefinancial.com/financial-planning

In today’s world the need for financial planning is more important than ever before. Managing your personal and/or your business finances continually becomes more complicated and confusing. New financial options…… all the time. Keeping up with this ever changing world of financial planning can be daunting and frustrating. No matter what your stage in life, or your current financial situation – WE CAN HELP! Children’s’ Education. For the good of their heirs. Business Checklist / Events Review / Planning.

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We Take Your Financial Peace of Mind Personally. Genuine Concern for the Best Interests of Our Clients. To our world of financial planning. Our financial expertise, spanning decades, can be very helpful no matter what stage of life you are in. Our special areas of focus include - but are not limited to - financial planning, investing, retirement planning, and many categories of insurance including life insurance, term life insurance, whole life insurance, universal life insurance, long-term care insu...

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