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:
Ryan & Angie - CO
Rick - CO
Mary - CO
Jason & Emily - CO
Rose - CA
We have the following events planned to both appreciate our clients and support our community:
July 2020 - Food Bank of the Rockies
Food Drive
We would like to congratulate the following individuals on their major accomplishments:
Congratulations Mary - CO
Retired from Envision Healthcare after 10 years.
What Mary is looking forward to most:
Traveling the US and the world. No time restraints!!!
Her Biggest fear in retirement:
COVID Pandemic.
One fun thing Mary hopes to do in retirement:
Visiting with friends and family.
Congratulations Bonnie - WA
Retired from Principal Financial after 17 years.
What Bonnie is looking forward to most:
Spending time traveling.
Her Biggest fear in retirement:
Running out of money.
One fun thing Bonnie hopes to do in retirement: Spend more time with her great granddaughter.
A Note from Bonnie:
I really enjoyed my working years however, I am so grateful for my opportunity to retire this year.
Congratulations Keith - CO
Retired from Computershare after 8 years. This was a second career. His previous employer was Avaya for 37 years!
What Keith is looking forward to most:
Spending more time with family and not having to make the trip to the office.
His Biggest fear in retirement:
Outliving his money.
One fun thing Keith hopes to do in retirement: Get back into his
photography hobby.
A Note from Keith:
We are moving back to Texas to be closer to family!
Our communication center features Articles and Market Updates.
Connect with us on social media for weekly posts, events, and helpful insights!
Click Here to Join Our Mailing List
On the Mark: Elections and the Markets - Aug 2020
Rebalancing a Portfolio - May 2020
Keeping Calm During Market Volatility - March 2020
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.
Q4 Market Review January, 2021
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.
Connect with us online!
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 2021 | |
New Years Day | Jan. 1, 2021 |
| Martin Luther King, Jr. Day | Jan. 18, 2021 |
| President's Day | Feb. 15, 2021 |
| Good Friday | April 2, 2021 |
| Memorial Day | May 31, 2021 |
| Independence Day | July 5, 2021 |
| Labor Day | Sept 6, 2021 |
| Thanksgiving Day | Nov. 25, 2021 |
| Christmas | Dec. 24, 2021 |
**most common
***If you are unsure which platform pertains to you OR you need help getting enrolled, please call our office for further guidance.
