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.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Bonds may outperform stocks one year only to have stocks rebound the next.
There are things about Social Security that might surprise you.
What kind of auto insurance should you have? Do you know?
Protect yourself against the damage that your homeowners policy doesn’t cover.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here is a quick history of the Federal Reserve and an overview of what it does.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Around the country, attitudes about retirement are shifting.
There are three things to consider before dipping into retirement savings to pay for college.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.