Broker Check

 

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

The Latte Lie and Other Myths Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination
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

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

 

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

View all articles arrow

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

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

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

View all videos arrow