Product Review or Other Denver Investment Advisor RecommendationsOver the years we have had our clients go to many seminars, workshops, met with various Denver investment advisors they’ve come across. As the saying goes, “If it seems too good to be true, it probably is.” There have been many times that we have saved our clients from going into investments that were touted to be much more than they were, things that became inaccessible during the financial crisis and things that later became the subject of lawsuits. If you are weighing whether or not to go into something like this, please talk to us and we will explain the ins and outs of it to help you make your decision. In reviewing your situation we seek to leave “no stone unturned”, we have the same motto in seeking to understand various financial instruments.
Product ExamplesInvestment Portfolios, Managed Accounts, Fee Only Accounts, Mutual Funds, ETFs, REITs, and the four main categories of annuities: immediate, fixed, variable and indexed.