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.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Understanding how a stock works is key to understanding your investments.
A few strategies that may help you prepare for the cost of higher education.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
When do you need a will? The answer is easy: Right Now.
Do you have causes that you want to support with donations? Here are three tips.
A bucket plan can help you be better prepared for a comfortable retirement.
What is your plan for health care during retirement?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.