After forty years with my company, I was preparing for retirement and wanted clarity about my finances. My money at the time was being managed by a well known fiduciary firm, but whenever I asked questions, the answers were either too complex to understand or I was passed off to someone who never really helped. It left me feeling uncertain and frustrated.
That changed when my wife and I attended a Tax in Retirement class hosted by Front Range Financial. We met Les and his team, and decided to take them up on their offer for a personalized follow up meeting. From the very first session, we received clear answers to our questions—and even discovered important questions we hadn’t thought to ask. A second meeting confirmed what we already suspected: FRF was the right choice for us.
With the guidance of Les, Patrick, Bowen, Michael, and Brian, we made decisions we would never have known about on our own. We transferred our finances to FRF, and while our former company was unhappy and tried to keep us with persistent calls and emails, we knew we had made the right move. What mattered most was being able to sit across the table, look someone in the eye, shake a hand, and know we were working with real people who truly care—not just about our money, but about us. In the future I will be working with FRF on other retirement and financial aspects.
Today, I feel more secure about my finances and retirement than I have in years. I wholeheartedly recommend Front Range Financial to anyone preparing for retirement. Have them review your portfolio—you won’t regret it.

I attended a seminar lead by Lex and was extremely impressed with his knowledge of recent tax law changes as they apply to retirees. The seminar was WELL worth the time to attend. I also attended several follow-up meetings with Lex and his team to discuss my situation with respect to Lex's perspective on retiree investing and taking advantage of tax laws. I highly recommend using Lex and his team to determine how their insights may benefit you.

I highly recommend Front Range Financial! I got sound advice that was very specific to my unique personal situation. They took the time necessary to understand my business, my retirement goals as well as my other concerns. It is certainly worth your time to schedule a meeting to review your finances with this very knowledgeable and professional team. I believe, like me, you will be glad you did!

My husband, Dick, and I attended a free Front Range Financial seminar with Lex and team at the Parker Arts, Culture and Events Center. After the seminar we scheduled their hour complimentary personal meeting with their team. Their insights on capital gains and estate planning were much more valuable than we anticipated. I was concerned about the many changes in our lives this year. I came away “relieved”!
The team is outstanding!
Joann Bruso

The team is the most informative and knowledgeable people my wife and I have ever worked with. The receptionist Kerri is the most friendly person we have ever met. We've worked with other financial planning firms in the past without that much success. This company combines financial planning along with tax planning savings. The other firms charge monthly fees for managing your money. This company doesn't charge you anything they get paid by the companies they represent.

The team at Front Range truly listened to what we wanted from a retirement plan. Then they dug deep into our current situation and came back with several options that could achieve what we wanted. They took the time to explain the pros and cons of each option and landed on a solid strategy for us. They are always willing to talk through questions or new situations and approach them in a positive, friendly manner that helps us understand the what and why of the recommendations. Most importantly, they have always put us first. I highly recommend them.

I have had front rage financial for several years now their staff is very knowledgeable with the growing market in stocks and bonds II have the right people in my corner when it comes to planning for retirement.. I highly recommend front range financial for any of your 401(k) or retirement plans. Give them a call.

Front Range Financial is awesome!! We’ve been a client since 2021and could not be happier with our entire experience. If you are looking for professional, sound, financial planning, we highly recommend them.

Lex and his crew have been guiding me thru my retirement for about 8 years now. Patrick always comes up with a game plan for me every year. Brian always takes care of my questions when I don't understand something I get in the mail. I truly have made good friends with the whole group. I definitely recommend their services.!!

Everyone in the office is very friendly and knowledgeable. They listen to your needs, make great suggestions and are easy to work with.

Very Satisfied with how things are going with my retirement savings. Also, the variety of professionals in their office, including access to the mortgage lender I'm working with, an insurance agent for home and auto, etc.

I attended one of Lex's Tax planning in retirement seminars at a local library. They seemed to know their stuff so I scheduled a free 1 hr meet-up with Lex & Patrick. I appreciated the tax planning & general financial planning that we discussed & have since decided to utilize their fiduciary services. To date I have no complaints. Everyone at the office is competent, caring and willing to help at any time and easy to communicate with. You might consider them as your fiduciary planners!

Lex and his company have been our financial advisors since about 2004. Consider him a valuable advisor always looking out for us with the best advice. Over the years he has also become a close personal friend. The other people in his office are competent and helpful, and we feel that we are advised by the best person we know.

Front Range Financial has been my fiduciary for many years, while I was working, and since I've retired. They have managed my investments allowing me to retire comfortably.

What an incredibly impressive team. I am confident my retirement is in good hands!

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.

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.

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.

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!

Knowledgeable, friendly and caring staff.

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.

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.

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.

Lex and Patrick were great! Helped make a clear map of what I should be doing with my investments to last through my retirement.

Lex did a great job planning for the sale of my business and personal retirement. Highly recommend.