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 Latte Lie and Other Myths
Do you know these three personal finance sayings?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Here are 5 reason why you may consider working through retirement.
For homeowners who think their property taxes are too high, there are ways to appeal.
Understanding the economy's cycles can help put current business conditions in better perspective.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Being healthy not only makes you feel good, it may also help you financially.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
2018 could be shaping up to be an interesting year.
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.
Make your retirement as exciting as your next vacation.
Taking your Social Security benefits at the right time may help maximize your benefit.
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?