Broker Check

Why Work With Us

HANDS-ON ADVICE WITH A PERSONAL TOUCH

Our mission says it all. We seek to provide customized financial guidance delivered with uncompromising integrity, efficiency, and personalized service.

We realize there’s no such thing as one-size-fits-all when it comes to financial planning. It’s why we take a customized approach to every client with whom we work, personalizing the investment strategy to fit your specific needs. From planning to execution to follow-up, we’re engaged and proactive to help ensure your financial plan addresses what’s important to you.

EXPERIENCED GUIDES ADAPTING TO CHANGE

With more than 30 years of combined experienced, Amy Noel and Gary Segiet bring an incredible perspective to the table for our clients. Serving many different kinds of clients and enduring market changes over the decades, our team knows how to adapt to change – for the good of our clients.

Holding an impressive background as a natural teacher, Amy has established national credibility teaching financial planning. She’s authored a retirement planning workbook once considered a staple in the CFP program, served as the President of the Financial Planning Association of Colorado, and has been featured as an expert in national media on NBC Nightly News, CNBC, and Newsweek.

Her extensive experience and her passion for helping others pursue the lives they’ve dreamed is just one example of the caliber of people at your side.

WHAT IT MEANS TO BE INDEPENDENT

Our bottom line is putting your interests first – every time. We aim to offer advice that’s in your best interest and, as a result of this approach, we’re proud to say the vast majority of our clients hold long-term relationships with our firm.

As independent financial advisors, we don’t have a vested interest in selling one company’s products or services. We intentionally work with LPL Financial, the nation’s largest independent broker/dealer*, allowing us to erase any conflict of interest selling proprietary products. We are able to freely offer advice suited to your goals and enjoy the freedom it gives our clients.

* As reported by Financial Planning magazine, June 1996–2015, based on total revenue.

If you want to start the discussion with us to learn more, simply click HERE or contact us at (303) 415-9122 for a complimentary 15-minute consultation.