We are an advice-based planning firm. We believe the size of a portfolio shouldn't stop anyone from having a well established plan. See how our process can help you.
Retirement Planning is what we do best! Whether you're a few years from retiring, transitioning into retirement, or already retired, we'll guide you through the process of enjoying life's next chapter.
*We are fee-based financial planners. We do not impose minimum investment, net worth or income restrictions with our clients. We offer flexible options for financial planning, consulting, and subscription services. We believe this policy allows us to serve any prospective client in need of trustworthy financial advice.
Our team of fiduciary advisors believe in a holistic approach toward wealth planning. We are unified in our belief that approachable, dedicated, and resourceful service matters most. We recognize the uniqueness of each individual and his or her needs, because we too are unique in our approach and our presence. Everyone is in Pursuit of a dream.
As independent advisors affiliated with Kestra Financial, we are a team of enthusiastic women who put our clients needs first. We enjoy what we do and believe in our process for creating a complete plan tailored to each clients fundamental needs, desires, and wishes. Our office space has been created with purpose to provide an atmosphere where we feel at home. As such, we can provide our clients and prospects with the same warmth and hospitality they would be treated with when visiting an old friend. We believe this all results in approachable advise without the stigmas associated with the financial service offices of the past.
To give real service you must add something which cannot be bought or measured with money,
and that is sincerity and integrity. -Douglas Adams
Whether you are a client, a trusted partner, or an employee of Pursuit we consider you to be a member of our community. We recognize the innate power of pulling together like-minded individuals for the purpose of making a difference. Whether here in our own backyard of Colorado, or across the nation, we can combine resources to effect change and/or support a cause.
We invite all those whom we do business with to participate, when desired, in our planned events. We celebrate our new members here as well as congratulate those who have reached a desired goal or had a momentous event occur in their lives.
Want to join our community? Schedule a 20 minute introductory meeting for prospective clients.
Schedule Now!
We extend a warm welcome to the following most recent members of our community:
Therese - CO
Rex - CO
Rosetta - CO
Kendyll - CO
Danielle - AZ
Brett & Kate - CO
We recognize those clients we've
lost this year:
Tim - CO
We will remember Tim fondly. He gave generously to his community through his career and his wonderful sense of humor.
Miles - CO
We will remember Miles for his light hearted and easy going demeanor
We enjoy supporting our
local community:
2021 - Integrated Family Community Services Projects
Christmas Break Snack Packages for local kids - Saint Andrews, Highlands Ranch, CO
Sponsored a Family for Christmas 2021 - Saint Andrews, Highlands Ranch, CO
We would like to acknowledge the following individuals on their major accomplishments:
College:
• Brandon and Melissa's daughter (Shirley and Dave's granddaughter) will be attending the University of Tennessee in the fall
• Jennie and Gregg's daughter will be attending and cheering at the University of Kansas in the fall
Marriage:
• Congrats to Natalya and Ben on their nuptials!
• Congratulations to Kerry and Art on their daughter's upcoming marriage!
• Congratulations to Jan and Tim on their son's upcoming wedding!
• Congratulations to Dan and Julie on their daughter's marriage this summer (Connie's granddaughter)
Congratulations:
• Ben and Andrea: Ben retired from the military, started a new civilian job, and they both made a successful move to a new house!
• Ralph and Denise: Ralph has officially retired and they made a successful move and new home!
•Robert and Linda on the arrival of their first grandbaby!
• Jenn passed the Certified Financial PlanningTM exam this March!
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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Market Closures 2022 | |
| Martin Luther King, Jr. Day | Jan. 17, 2022 |
| President's Day | Feb. 21, 2022 |
| Good Friday | April 15, 2022 |
| Memorial Day | May 30, 2022 |
| Juneteenth National Independence Day | June 20, 2022 |
| Independence Day | July 4, 2022 |
| Labor Day | Sept. 5, 2022 |
| Thanksgiving Day | Nov. 24, 2022 |
| Christmas | Dec. 26, 2022 |
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