CONNECT

Address:

100 Fillmore Street, Suite 500
Denver, CO 80206

Phone:

303.385.8585

Fax/Other:

303.385.8588

How We Work

 

Beginning the Conversation


Introductory Meeting – Your Values and Vision
We will discuss your values and your vision of the future so that we fully understand your goals. We will help you identify and prioritize your objectives. We will explain how we work and will illustrate the importance of a disciplined investment approach.  We will also discuss costs and fee structure.

 

Discovery Session
We will ask you to gather certain information and specific documents to bring with you so we can accurately discuss your needs, your investment risk tolerance and your financial management philosophy. 

 

Financial Analysis
We will review your current arrangements involving your estate, investments, income and expenses, taxes, life Insurance and long-term care.  After a thorough review, we will recommend strategies and tactics to help you meet your objectives. 

 

Your Comprehensive Financial Plan
We will carefully review with you all recommendations.  We will answer all your questions and, once you are comfortable, begin implementing your chosen strategy.

 

Follow-up Review
We will hold regular follow-up meetings to help make sure you are still on track to help meet your goals.

 

 


National Financial Advisors Ltd.
Partnering with you to help protect your assets and achieve your financial objectives

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck