About Rocky mountain planning group, inc
Rocky Mountain Planning Group, Inc. is a premier financial planning firm that offers personalized solutions to clients both domestically and internationally. The company is privately owned and family-run, which means that they understand the importance of building long-term relationships with their clients.
Located in Avon, CO, Rocky Mountain Planning Group has been providing financial planning services for over 20 years. Their team of experienced professionals includes certified financial planners (CFPs), investment advisors, and insurance specialists who work together to create customized plans tailored to each client's unique needs.
At Rocky Mountain Planning Group, they believe that every client deserves individual attention and care. They take the time to get to know each client personally so that they can better understand their goals and objectives. This allows them to create a comprehensive plan that addresses all aspects of their financial life.
Their services include retirement planning, investment management, estate planning, tax planning, risk management (insurance), business succession planning for small business owners or entrepreneurs looking for exit strategies from their businesses as well as charitable giving strategies.
Retirement Planning: Rocky Mountain Planning Group helps clients plan for retirement by creating a comprehensive strategy based on their current situation and future goals. They consider factors such as income sources (Social Security benefits or pensions), expenses (including healthcare costs), inflation rates over time horizon etc., so you can be sure your retirement will be comfortable without any surprises along the way!
Investment Management: The firm provides investment management services designed around your specific needs including asset allocation strategies based on risk tolerance levels; portfolio rebalancing; tax-efficient investing techniques like harvesting losses or gains when appropriate; diversification across different asset classes like stocks bonds commodities real estate etc., all while keeping an eye on fees associated with investments.
Estate Planning: Estate planning is an important part of any comprehensive financial plan because it ensures your assets are distributed according to your wishes after you pass away while minimizing taxes paid by heirs/beneficiaries. Rocky Mountain Planning Group can help you create an estate plan that includes wills, trusts, powers of attorney, and other legal documents necessary to protect your assets and ensure they are distributed according to your wishes.
Tax Planning: Tax planning is a critical component of any financial plan. Rocky Mountain Planning Group can help you minimize taxes by identifying deductions and credits available to you based on your unique situation. They also provide guidance on tax-efficient investment strategies like harvesting losses or gains when appropriate.
Risk Management (Insurance): Insurance is an essential part of any comprehensive financial plan because it protects against unexpected events like accidents or illnesses that could impact your ability to earn income or pay for expenses. Rocky Mountain Planning Group offers a range of insurance products including life insurance, disability insurance, long-term care insurance etc., designed around your specific needs.
Business Succession Planning: Business owners need to have a succession plan in place so that their business can continue operating smoothly after they retire or pass away. Rocky Mountain Planning Group provides guidance on how best to transfer ownership of the business while minimizing taxes paid by heirs/beneficiaries.
Charitable Giving Strategies: Charitable giving is an important part of many people's lives. Rocky Mountain Planning Group can help you create a charitable giving strategy that maximizes the impact of your donations while minimizing taxes paid by heirs/beneficiaries.
In conclusion, if you're looking for personalized financial planning solutions tailored specifically for you then look no further than Rocky Mountain Planning Group! Their team of experienced professionals will work with you every step along the way ensuring all aspects are covered from retirement planning through estate planning down into charitable giving strategies - all while keeping fees low so more money stays in YOUR pocket!
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