Front Range Financial Specializes In Helping You Enjoy A Worry-Free Retirement

4.7
Based on 13 reviews
powered by Google
Lisa Call
05:18 23 Nov 24
What an incredibly impressive team. I am confident my retirement is in good hands!
Janet Davies
16:52 04 May 24
I have been a client since 1997. All interactions with Front Range personnel have been friendly and professional. I have utmost confidence in the advice I have been given over many years.
Dee-Dee Vallez
21:37 13 Feb 24
After 30 years with a Financial Planner who I appreciate, I chose Front Range Financial to manage my retirement and financial planning. Why? My previous planner would state 'make sure you go to your tax advisor with your tax questions'. I attended a Front Range Financial seminar at a local library and learned about scenarios and mistakes you can make in retirement where you may end up paying more taxes. I was intrigued. While Front Range Financial are financial planners and not tax experts, they do know how varioius financial decisions affect taxes. I decided to learn more about their plannig services so made a follow up appointment. After 2 visits each over an hour long discussing my current finances, my part time work in retirement , goals, and a review of 'holding's determined by my previous planner, they layed out a view that I liked. So I decided to change. I found all the staff to be thoughtful, welcoming, and I believe (while we know that 'past performance is no guarantee of future earnings), I am confident I have found a financial planning home that is a better fit for me.
Shirley Leow
18:50 13 Feb 24
I was shafted by one of the large name financial companies and I was devastated by the resulting circumstances. Thus taxes being one of my larger expenses, I attended the Taxes in Retirement course that Lex led. Then I scheduled the offered free consultation. You might say I was hooked and I began my relationship with Front Range Financial about two years ago.Due to the caring and listening attitude and an appreciation for quality of life in retirement, I am happily resettled and living off my SSA funds, with additional income from the change in my investments. I feel I can live a good life now, including travel. I am comfortable with the long-term plan we developed together. This is such higher quality service and more options than any big firm offered me. I am grateful for the continued support Patrick offers. This is my firm for life. Check them out.
James Ohle
20:33 08 Feb 24
I’ve been working with Lex and his team for several years! Great experience with everyone in the office. I check with them for all financial questions!
John Valvano
00:40 02 Feb 24
My wife and I are very grateful for the financial planning and management services provided to us by Front Range Financial over the past 5 years. Lex and Patrick and their staff have helped us in planning for our retirement and assisted us in consolidating our situation into a manageable plan. Their ability to analyze and explain financial concepts in understandable ways has given us confidence in our outlook towards the future.We have appreciated Lex and Patrick's depth of knowledge and skill in navigating various financial systems and investments that are compatible with our values and goals and that they take the time to listen to. They are accessible for ongoing consultation and their caring and supportive nature is a special quality that complements their financial planning expertise. Thank you, Front Range Financial.
Linda Diehnelt
20:44 14 Jan 24
Lex and Patrick are very knowledgeable and easy to work with. We feel very comfortable with trusting our assets into their management. Bowen was always available to be of assistance as well.
Bob and Cheryl Bustin
16:49 26 Oct 23
Several years ago we attended one of their seminars, not expecting much. But, it was awesome and we just felt really good about Lex, as a person. After meeting with him and Patrick, we decided to put our retirement plans in their hands. We're glad we did. We highly recommend Lex and his team. Not only do they "know their stuff", they are awesome people.
js_loader
 These are non-paid, client testimonials. Past performance relating to the firm’s recommendations is not indicative of future performance.
taxes

Retirement Planning

Financial planning is crucial throughout all stages of life, but many people think retirement planning can be left until later. In reality, however, it is never too early to start planning your retirement.

While saving and planning for the future is rarely easy, following these steps will give you the best chance of achieving your retirement goals.

tax planning

401K & Pension Rollovers

There are two main types of retirement plans – Defined Contribution and Defined Benefit plans. While there are pro and cons to each type, both plans grow tax-deferred.

Defined Benefit pension plans are becoming the less common retirement plan so if you find yourself in the less than 10% of retirees to have a pension, consider yourself lucky! Defined Benefit plans are designed to pay an employee a monthly income for the rest of your life in retirement and sometimes even a spouse. The amount is calculated using a formula that is usually based on salary and years of service and that payment continues for as long as you are alive.

Members of Defined Contribution plans generally contribute a certain percentage of their income each year and commonly the company will match a portion of your contribution. The goal with a Defined Contribution plan is to grow your tax-deferred pot of money large enough to retire on, and pay the later when you are no longer working.

Financial Aid

Estate Planning

Many people believe estate planning simply means having a will. In fact, estate planning is far more complex than most people understand. It would also surprise many to realize just how much money can be saved by implementing a properly structured estate plan.

Click the below button to see a list of estate planning tasks that need to be addressed, regardless of age or health.

Our Latest Articles

Schedule your

Free Consultation

EMAIL

in**@fr*****************.com

PHONE

303.794.4084

OFFICE HOURS

Monday – Friday
9:00 am to 6 pm

Start typing and press Enter to search