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Wisdom Wealth Strategies | Your Retirement Financial Advisors Denver Colorado

Expert Guidance, Purposeful Planning. Welcome to Wisdom Wealth Strategies. The road to financial success is about more than selecting a particular asset allocation model, choosing the right investments, or meeting a magic number for retirement. Financial independence isn’t simply about rates of return or savings analysis or 401k calculators. Financial success is about peace of mind. Is my vision for my future in line with my financial plan and my investments? An Introduction to Wisdom Wealth Strategies.

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Expert Guidance, Purposeful Planning. Welcome to Wisdom Wealth Strategies. The road to financial success is about more than selecting a particular asset allocation model, choosing the right investments, or meeting a magic number for retirement. Financial independence isn’t simply about rates of return or savings analysis or 401k calculators. Financial success is about peace of mind. Is my vision for my future in line with my financial plan and my investments? An Introduction to Wisdom Wealth Strategies.
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Wisdom Wealth Strategies | Your Retirement Financial Advisors Denver Colorado | wisdomws.com Reviews

https://wisdomws.com

Expert Guidance, Purposeful Planning. Welcome to Wisdom Wealth Strategies. The road to financial success is about more than selecting a particular asset allocation model, choosing the right investments, or meeting a magic number for retirement. Financial independence isn’t simply about rates of return or savings analysis or 401k calculators. Financial success is about peace of mind. Is my vision for my future in line with my financial plan and my investments? An Introduction to Wisdom Wealth Strategies.

INTERNAL PAGES

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About us | Wisdom Wealth Strategies

http://www.wisdomws.com/about

Our financial practice is relationship-based; built on respect, trust, and a genuine concern for your well-being. Instead of generating a standard investment plan and categorizing your goals based on asset allocation models, we take the time to learn about your situation and understand where you want to go in life. Then, we work together to build a unique plan to get you there. Andrea Blackwelder, CFP. Joseph D. Clemens, CFP. Maggie M Kirchhoff, CFP. We Take a Team Approach. College planning, including s...

2

Business Planning | Wisdom Wealth Strategies

http://www.wisdomws.com/business-planning

Every day, business owners make significant contributions to the strength of the nation and the security of our citizens. Small businesses employ over half of all private sector employees and account for 44% of the United States’ private payroll. It is important for the owners of these businesses to have access to quality financial planning directed at their unique needs. SIMPLE and SEP IRA Plans. Defined Benefit Pension Plans. Employee Stock Option Plans. Split-dollar Life Insurance Plans. The death, di...

3

Media | Wisdom Wealth Strategies

http://www.wisdomws.com/media

9News with Clemens, CFP on upcoming challenges to. 9News with Clemens, CFP on Financial Planning Day 2012. 9News with Blackwelder, CFP on handling old retirement plans. 9News with Blackwelder, CFP on the new 401(k) rules. 9News with Blackwelder, CFP on new couples moving in together. 9News with Joseph Clemens, CFP on filing for a tax extension. 9News with Joseph Clemens, CFP on tax tips. 9News with Clemens, CFP on Financial Planning Day 2011.

4

Resources | Wisdom Wealth Strategies

http://www.wisdomws.com/resources

Available Toolkits and Links. 2016 Tax and Financial. 2015 Tax and Financial Planning Guide. Hat Everyone Needs to Know. 9 Important Planning Steps. Social Security Benefits Estimation. Long Term Care Services and Costs. Alliance for Healthy Aging. Wisdom Wealth Strategies, LLC is a registered investment advisor offering advisory services in the states of Colorado and California, and in other jurisdictions where exempted.

5

Tax | Wisdom Wealth Strategies

http://www.wisdomws.com/tax

Tax Preparation and Planning. For more information , reach out to us at 720-314-8009. COMMON TAX PLANNING OPPORTUNITIES AND RETURNS PROVIDED INCLUDE:. 1040 income tax returns. 1041 estate and trust returns. Rental property and depreciation. FBAR foreign bank filing. Assistance setting up retirement plans. Multiple states and part-year residents. Stock options and employee benefit tax issues. Want to check on the status of your refund? Click here: Where’s My Refund?

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WEPC Listing of Financial Services Members

http://www.wepc.net/financial_members.html

Submit a Job Opening. Financial Services WEPC Members. Listed alphabetically by last name. Hartman Axley, CLU, ChFC, JD, MSFS, RHU, AEP. Chris Bauch, CFP. Tami Carroll, MBA, CFP. CoBiz Private Client Advisors. 1099 18th Street, #3000. Denver, CO 80126. Kimberly L. Curtis, CFP, ChFc, CLU, CAP, AEP, MSFS. Wealth Legacy Institute, Inc. 950 S Cherry Street, #505. Denver, CO 80246. Lisa M. Davis, CFP, ChFC. The Madison Group, Inc. 5299 DTC Boulevard, #1100. Greenwood Village, CO 80111. Sheri Di Paglia, CFP.

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Alphabetical Listing of WEPC Members

http://www.wepc.net/alphabetical_members.html

Submit a Job Opening. Alphabetical Listing of WEPC Members. Listed alphabetically by last name. CS AdvoCare, Inc. 9725 E. Hampden Ave., #102. Denver, CO 80231. Catherine Asmus, CPA. Coet and Coet, PC, CPAs. 10875 Dover Street, #400. Westminster, CO 80021. Hartman Axley, CLU, ChFC, JD, MSFS, RHU, AEP. Glatstein and O'Brien, LLP. 2696 S. Colorado Blvd., #350. Denver, CO 80222. Chris Bauch, CFP. Hurth, Yeager, Sisk and Blakemore, LLP. Boulder, CO 80308. Ann Broderick, CPA. Bauerle and Company, P.C. Vera J&#...

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Wisdom Wealth Strategies | Your Retirement Financial Advisors Denver Colorado

Expert Guidance, Purposeful Planning. Welcome to Wisdom Wealth Strategies. The road to financial success is about more than selecting a particular asset allocation model, choosing the right investments, or meeting a magic number for retirement. Financial independence isn’t simply about rates of return or savings analysis or 401k calculators. Financial success is about peace of mind. Is my vision for my future in line with my financial plan and my investments? An Introduction to Wisdom Wealth Strategies.

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