Description: Collaboratively working with engineering professionals, Creating customized strategies for: Retirement, Investments, taxes, and estate planning.
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I am the President & Wealth Advisor of Prudent Wealth, an independent financial planning firm headquartered in Fort Collins, CO. I serve engineering clients at all stages of their life. I help you pursue a joyful life and help improve your financial plan. I truly love to serve you. I have over 25 years of financial services experience to bring to the table to help you, as well as lots of additional resources I've gathered over the years in many areas of financial services
You may not have the time, desire, or experience to manage all the financial aspects of your life. You may not know where to start, how to combine the creative and analytical skills to implement a plan, or simply do not have the time to research and understand all the options available today and in the future. This is where I can help. I have helped hundreds of clients to continue to work towards their financial dreams.