Broker Check

 

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

Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List
Agent Photo

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.



Helpful Content

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

New Trends Redefine Travel

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

How to Read Your Credit Report

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

 

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Building Your Legacy

A four-step framework for building a personal legacy.

View all articles arrow

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

View all videos arrow