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11811 Upham Street, Unit E
Broomfield, CO  80020
Office: (303) 460-9909
Fax:    (303) 460-0220

Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement
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A Local Firm Dedicated to Serving Families and Small Businesses

Located in Broomfield, Colorado, we serve a diverse client base of families, businesses, non-profit organizations, and estates. What we strive to be: a friendly, trusted resource that our clients can use to help them manage their entire financial picture.  In addition to tax preparation and planning, we provide a full range of financial services, including financial planning*, retirement planning, and investment management*.  We also provide a full suite of accounting services, including bookkeeping, general accounting, financial reporting, and payroll processing.

You can't watch television, or listen to the radio for 30 minutes without seeing a commercial for financial advice, tax solutions, or some promise to help make you rich.  We understand that there are a thousand competent people that do what we do.  What isn't so common is to find someone that you trust.  We believe that the way you build trust is to understand both your needs and your expectations.  We invest the time in meeting our clients, learning about them, and understanding their complete financial situation. We work hard to provide reliable, consistent guidance and common sense solutions.

We take pride in customer satisfaction, and developing long-term relationships with our clients; whether your needs are simple or complex, we can help. Let us use a combination of financial expertise, tax and accounting experience, common sense, and integrity to help you reach your financial goals. Together, we will build a financial foundation you can trust.

Call (303) 460-9909 for help today.

* These services are offered by Clark Saenz through his affiliation with HD Vest.



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